Atlas Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atlas Capital Advisors’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	$19.3K	Hold	143	–	–	﹤0.01%	717
2025 Q1	$17.4K	Hold	143	–	–	﹤0.01%	750
2024 Q4	$18.4K	Hold	143	–	–	﹤0.01%	730
2024 Q3	$18K	Hold	143	–	–	﹤0.01%	683
2024 Q2	$17.1K	Hold	143	–	–	﹤0.01%	701
2024 Q1	$16.4K	Hold	143	–	–	﹤0.01%	681
2023 Q4	$15K	Hold	143	–	–	﹤0.01%	714
2023 Q3	$13.4K	Hold	143	–	–	﹤0.01%	678
2023 Q2	$13.9K	Hold	143	–	–	﹤0.01%	713
2023 Q1	$12.9K	Hold	143	–	–	﹤0.01%	724
2022 Q4	$12.1K	Sell	143 -564	-80%	-$48.1K	﹤0.01%	714
2022 Q3	$56.1K	Buy	707 +104	+17%	+$9.21K	0.01%	519
2022 Q2	$50.6K	Sell	603 -104	-15%	-$9.5K	0.01%	555
2022 Q1	$71.7K	Hold	707	–	–	0.01%	504
2021 Q4	$76.3K	Buy	707 +460	+186%	+$48.3K	0.01%	484
2021 Q3	$24.3K	Hold	247	–	–	﹤0.01%	617
2021 Q2	$24.3K	Hold	247	–	–	﹤0.01%	630
2021 Q1	$22.4K	Buy	247 +143	+138%	+$12.7K	﹤0.01%	588
2020 Q4	$8.95K	Buy	+104	New	+$8.45K	﹤0.01%	601
2020 Q3	–	Sell	-104	Closed	-$7.28K	–	390
2020 Q2	$7.28K	Hold	104	–	–	﹤0.01%	629
2020 Q1	$5.98K	Hold	104	–	–	﹤0.01%	610
2019 Q4	$7.42K	Buy	+104	New	+$7.08K	﹤0.01%	598

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Atlas Capital Advisors's ESGU Position: Q2 2025 in Review

Atlas Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2025 at 143 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Atlas Capital Advisors first reported a position in ESGU in Q4 2019 and has held it in 22 quarters since. The position peaked at $76.3K in Q4 2021. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Atlas Capital Advisors held 143 shares of iShares ESG Aware MSCI USA ETF worth $19.3K as of Q2 2025.
Atlas Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2025.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #717 holding.
Atlas Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 22 quarters since.
Atlas Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $76.3K in Q4 2021.
774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.