WrapManager Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WrapManager Inc’s Portfolio ESGU Stock Details ESGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$289K	Sell	2,043 -21	-1%	-$3.11K	0.1%	112
2025 Q4	$307K	Sell	2,064 -351	-15%	-$51.9K	0.1%	119
2025 Q3	$352K	Buy	2,415 +676	+39%	+$94.7K	0.11%	120
2025 Q2	$235K	Sell	1,739 -710	-29%	-$88.6K	0.06%	180
2025 Q1	$299K	Buy	+2,449	New	+$315K	0.08%	158
2021 Q3	–	Sell	-2,837	Closed	-$279K	–	310
2021 Q2	$279K	Sell	2,837 -59	-2%	-$5.64K	0.07%	266
2021 Q1	$263K	Buy	+2,896	New	+$257K	0.07%	235

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WrapManager Inc's ESGU Position: Q1 2026 in Review

WrapManager Inc reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1% in Q1 2026, selling an estimated $3.11K and leaving 2,043 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #112.

WrapManager Inc first reported a position in ESGU in Q1 2021 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

WrapManager Inc held 2,043 shares of iShares ESG Aware MSCI USA ETF worth $289K as of Q1 2026.
WrapManager Inc sold 21 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $3.11K.
iShares ESG Aware MSCI USA ETF made up 0.1% of WrapManager Inc's portfolio in Q1 2026, its #112 holding.
WrapManager Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 7 quarters since.
WrapManager Inc's iShares ESG Aware MSCI USA ETF position peaked at $352K in Q3 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on WrapManager Inc's 13F filing for Q1 2026, filed 11 May 2026.