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

Accredited 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
2025
Q3 		$126K Sell
554
-311
-36% -$43.6K 0.09% 88
2025
Q2 		$117K Sell
865
-225
-21% -$28.1K 0.09% 91
2025
Q1 		$133K Hold
1,090
– – 0.11% 70
2024
Q4 		$140K Buy
+1,090
New +$141K 0.12% 80

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accredited Wealth Management's ESGU Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 36% in Q3 2025, selling an estimated $43.6K and leaving 554 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #88.

Accredited Wealth Management first reported a position in ESGU in Q4 2024 and has held it in 4 quarters since. The position peaked at $140K in Q4 2024. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Accredited Wealth Management held 554 shares of iShares ESG Aware MSCI USA ETF worth $126K as of Q3 2025.
  • Accredited Wealth Management sold 311 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $43.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Accredited Wealth Management's portfolio in Q3 2025, its #88 holding.
  • Accredited Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $140K in Q4 2024.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.