Zenith Solutions
ESGU icon

Zenith Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Zenith Solutions’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
Q3 		$1.33M Sell
7,972
-3,895
-33% -$648K 1.18% 25
2026
Q2 		$1.94M Buy
+11,867
New +$1.88M 1.76% 17

Other funds holding ESGU

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Zenith Solutions's ESGU Position: Q3 2026 in Review

Zenith Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 33% in Q3 2026, selling an estimated $648K and leaving 7,972 shares worth $1.33M. The position accounts for 1.18% of the portfolio, ranked #25.

Zenith Solutions first reported a position in ESGU in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.94M in Q2 2026. 796 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • Zenith Solutions held 7,972 shares of iShares ESG Aware MSCI USA ETF worth $1.33M as of Q3 2026.
  • Zenith Solutions sold 3,895 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $648K.
  • iShares ESG Aware MSCI USA ETF made up 1.18% of Zenith Solutions's portfolio in Q3 2026, its #25 holding.
  • Zenith Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2026 and has held it in 2 quarters since.
  • Zenith Solutions's iShares ESG Aware MSCI USA ETF position peaked at $1.94M in Q2 2026.
  • 796 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on Zenith Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.