Alpha Cubed Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Alpha Cubed Investments’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 Q4	$572K	Buy	3,839 +7	+0.2%	+$1.03K	0.02%	166
2025 Q3	$558K	Buy	3,832 +5	+0.1%	+$700	0.02%	168
2025 Q2	$518K	Buy	3,827 +6	+0.2%	+$749	0.02%	176
2025 Q1	$466K	Buy	3,821 +5	+0.1%	+$644	0.02%	179
2024 Q4	$492K	Buy	3,816 +7	+0.2%	+$907	0.02%	158
2024 Q3	$481K	Hold	3,809	–	–	0.02%	156
2024 Q2	$454K	Hold	3,809	–	–	0.02%	165
2024 Q1	$438K	Hold	3,809	–	–	0.02%	163
2023 Q4	$400K	Hold	3,809	–	–	0.02%	170
2023 Q3	$358K	Hold	3,809	–	–	0.02%	165
2023 Q2	$371K	Sell	3,809 -834	-18%	-$77K	0.03%	170
2023 Q1	$420K	Buy	4,643 +834	+22%	+$73.7K	0.03%	162
2022 Q4	$323K	Hold	3,809	–	–	0.02%	210
2022 Q3	$302K	Sell	3,809 -34	-0.9%	-$3.01K	0.02%	199
2022 Q2	$322K	Sell	3,843 -245	-6%	-$22.4K	0.02%	225
2022 Q1	$414K	Buy	+4,088	New	+$409K	0.03%	213

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alpha Cubed Investments's ESGU Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q4 2025, buying an estimated $1.03K and bringing the position to 3,839 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #166.

Alpha Cubed Investments first reported a position in ESGU in Q1 2022 and has held it in 16 quarters since. 836 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Alpha Cubed Investments held 3,839 shares of iShares ESG Aware MSCI USA ETF worth $572K as of Q4 2025.
Alpha Cubed Investments bought 7 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $1.03K.
iShares ESG Aware MSCI USA ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #166 holding.
Alpha Cubed Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 16 quarters since.
836 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.