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Arcadia Wealth Management (New Hampshire)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		– Sell
-4,339
Closed -$587K – 63
2025
Q2 		$587K Buy
4,339
+11
+0.3% +$1.37K 0.26% 42
2025
Q1 		$528K Buy
4,328
+11
+0.3% +$1.42K 0.26% 46
2024
Q4 		$556K Buy
4,317
+1,248
+41% +$162K 0.28% 45
2024
Q3 		$387K Buy
3,069
+11
+0.4% +$1.34K 0.2% 49
2024
Q2 		$365K Sell
3,058
-1,220
-29% -$140K 0.21% 50
2024
Q1 		$492K Buy
4,278
+15
+0.4% +$1.64K 0.3% 40
2023
Q4 		$447K Buy
4,263
+31
+0.7% +$3.04K 0.31% 38
2023
Q3 		$397K Sell
4,232
-82
-2% -$8.03K 0.31% 39
2023
Q2 		$420K Sell
4,314
-19,354
-82% -$1.79M 0.31% 40
2023
Q1 		$2.14M Sell
23,668
-23,863
-50% -$2.11M 1.78% 17
2022
Q4 		$4.03M Buy
+47,531
New +$4.05M 3.54% 8

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s ESGU Position: Q3 2025 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 4,339 shares — an estimated $587K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in ESGU in Q4 2022 and held it in 11 quarters. The position peaked at $4.03M in Q4 2022. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 4,339 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $587K.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 11 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares ESG Aware MSCI USA ETF position peaked at $4.03M in Q4 2022.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q3 2025, filed 12 Nov 2025.