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

Alterna 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
Q2 		– Sell
-2,579
Closed -$314K – 114
2025
Q1 		$314K Hold
2,579
– – 0.24% 73
2024
Q4 		$332K Hold
2,579
– – 0.28% 66
2024
Q3 		$325K Sell
2,579
-500
-16% -$60.7K 0.29% 67
2024
Q2 		$367K Sell
3,079
-23
-0.7% -$2.64K 0.32% 72
2024
Q1 		$357K Sell
3,102
-1,148
-27% -$126K 0.29% 63
2023
Q4 		$446K Sell
4,250
-303
-7% -$29.7K 0.54% 46
2023
Q3 		$428K Sell
4,553
-6,899
-60% -$676K 0.55% 51
2023
Q2 		$1.12M Sell
11,452
-373
-3% -$34.4K 1.29% 24
2023
Q1 		$1.07M Sell
11,825
-22,589
-66% -$2M 1.34% 21
2022
Q4 		$2.92M Sell
34,414
-1,228
-3% -$105K 3.28% 11
2022
Q3 		$2.83M Sell
35,642
-1,645
-4% -$146K 3.36% 9
2022
Q2 		$3.13M Buy
37,287
+3,017
+9% +$276K 3.18% 6
2022
Q1 		$3.47M Sell
34,270
-325
-0.9% -$32.6K 2.93% 9
2021
Q4 		$3.73M Buy
+34,595
New +$3.63M 3.1% 8
2020
Q4 		$2.52M Buy
29,271
+3,793
+15% +$308K 3.17% 9
2020
Q3 		$1.94M Sell
25,478
-7,580
-23% -$571K 2.81% 9
2020
Q2 		$2.31M Sell
33,058
-3,335
-9% -$220K 2.76% 8
2020
Q1 		$2.09M Buy
+36,393
New +$2.48M 3.03% 10

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alterna Wealth Management's ESGU Position: Q2 2025 in Review

Alterna Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 2,579 shares — an estimated $314K sold.

Alterna Wealth Management first reported a position in ESGU in Q1 2020 and held it in 18 quarters. The position peaked at $3.73M in Q4 2021. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Alterna Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 2,579 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $314K.
  • Alterna Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 18 quarters.
  • Alterna Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.73M in Q4 2021.
  • 772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.