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Yukon Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Yukon Wealth Management’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 		$5.95M Sell
42,100
-78
-0.2% -$11.5K 3.55% 6
2025
Q4 		$6.28M Sell
42,178
-5,577
-12% -$825K 3.62% 6
2025
Q3 		$6.95M Sell
47,755
-916
-2% -$128K 2.28% 10
2025
Q2 		$6.59M Sell
48,671
-1,269
-3% -$158K 2.36% 10
2025
Q1 		$6.09M Buy
+49,940
New +$6.43M 2.53% 9

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Yukon Wealth Management's ESGU Position: Q1 2026 in Review

Yukon Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q1 2026, selling an estimated $11.5K and leaving 42,100 shares worth $5.95M. The position accounts for 3.55% of the portfolio, ranked #6.

Yukon Wealth Management first reported a position in ESGU in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.95M in Q3 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

  • Yukon Wealth Management held 42,100 shares of iShares ESG Aware MSCI USA ETF worth $5.95M as of Q1 2026.
  • Yukon Wealth Management sold 78 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $11.5K.
  • iShares ESG Aware MSCI USA ETF made up 3.55% of Yukon Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Yukon Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and has held it in 5 quarters since.
  • Yukon Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $6.95M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.