AAS
ESGU icon

Ameritas Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ameritas Advisory Services’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 		– Sell
-547
Closed -$79.6K – 1279
2025
Q3 		$79.6K Sell
547
-865
-61% -$121K 0.01% 914
2025
Q2 		$191K Sell
1,412
-2,145
-60% -$268K 0.01% 750
2025
Q1 		$446K Buy
3,557
+37
+1% +$4.76K 0.02% 597
2024
Q4 		$453K Sell
3,520
-1,061
-23% -$137K 0.02% 615
2024
Q3 		$578K Buy
4,581
+1,334
+41% +$162K 0.02% 516
2024
Q2 		$387K Buy
3,247
+3
+0.1% +$345 0.01% 655
2024
Q1 		$371K Sell
3,244
-2,188
-40% -$240K 0.02% 639
2023
Q4 		$572K Sell
5,432
-3,045
-36% -$298K 0.03% 399
2023
Q3 		$796K Buy
+8,477
New +$830K 0.04% 388
2023
Q2 		– Sell
-8,697
Closed -$790K – 1133
2023
Q1 		$790K Sell
8,697
-3,633
-29% -$321K 0.04% 366
2022
Q4 		$1.04M Buy
12,330
+631
+5% +$53.8K 0.05% 340
2022
Q3 		$929K Buy
11,699
+893
+8% +$79.1K 0.06% 291
2022
Q2 		$907K Buy
10,806
+2,125
+24% +$194K 0.05% 305
2022
Q1 		$880K Buy
8,681
+1,895
+28% +$190K 0.03% 360
2021
Q4 		$732K Buy
+6,786
New +$712K 0.03% 402

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameritas Advisory Services's ESGU Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 547 shares — an estimated $79.6K sold.

Ameritas Advisory Services first reported a position in ESGU in Q4 2021 and held it in 15 quarters. The position peaked at $1.04M in Q4 2022. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 547 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $79.6K.
  • Ameritas Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 15 quarters.
  • Ameritas Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $1.04M in Q4 2022.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.