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Atria Wealth Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atria Wealth Solutions’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 		$1.58M Sell
11,633
-28,431
-71% -$3.55M 0.04% 482
2025
Q1 		$4.88M Sell
40,064
-14,870
-27% -$1.92M 0.06% 345
2024
Q4 		$7.08M Sell
54,934
-6,193
-10% -$802K 0.08% 265
2024
Q3 		$7.71M Buy
61,127
+512
+0.8% +$62.2K 0.08% 250
2024
Q2 		$7.23M Sell
60,615
-33,069
-35% -$3.8M 0.08% 253
2024
Q1 		$10.8M Sell
93,684
-97,734
-51% -$10.7M 0.12% 180
2023
Q4 		$20.1M Sell
191,418
-30,663
-14% -$3M 0.25% 83
2023
Q3 		$20.9M Sell
222,081
-81,717
-27% -$8M 0.29% 73
2023
Q2 		$29.6M Sell
303,798
-20,366
-6% -$1.88M 0.4% 38
2023
Q1 		$29.3M Sell
324,164
-340,063
-51% -$30.1M 0.43% 38
2022
Q4 		$56.3M Sell
664,227
-89,557
-12% -$7.64M 0.9% 14
2022
Q3 		$59.9M Sell
753,784
-119,501
-14% -$10.6M 1.03% 12
2022
Q2 		$73.3M Sell
873,285
-48,447
-5% -$4.43M 1.37% 6
2022
Q1 		$93.4M Buy
+921,732
New +$92.3M 1.55% 5

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's ESGU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 71% in Q2 2025, selling an estimated $3.55M and leaving 11,633 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #482.

Atria Wealth Solutions first reported a position in ESGU in Q1 2022 and has held it in 14 quarters since. The position peaked at $93.4M in Q1 2022. 773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Atria Wealth Solutions held 11,633 shares of iShares ESG Aware MSCI USA ETF worth $1.58M as of Q2 2025.
  • Atria Wealth Solutions sold 28,431 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $3.55M.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #482 holding.
  • Atria Wealth Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares ESG Aware MSCI USA ETF position peaked at $93.4M in Q1 2022.
  • 773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.