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Austin Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Austin Private Wealth’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 		$1.81M Sell
12,122
-2,055
-14% -$304K 0.13% 75
2025
Q3 		$2.06M Buy
14,177
+4,463
+46% +$625K 0.16% 76
2025
Q2 		$1.31M Sell
9,714
-297
-3% -$37.1K 0.1% 100
2025
Q1 		$1.22M Sell
10,011
-1,087
-10% -$140K 0.11% 92
2024
Q4 		$1.43M Sell
11,098
-56
-0.5% -$7.25K 0.13% 67
2024
Q3 		$1.41M Sell
11,154
-110
-1% -$13.4K 0.14% 60
2024
Q2 		$1.34M Sell
11,264
-937
-8% -$108K 0.14% 62
2024
Q1 		$1.39M Sell
12,201
-135,448
-92% -$14.8M 0.16% 57
2023
Q4 		$15.5M Buy
147,649
+23,616
+19% +$2.31M 1.96% 13
2023
Q3 		$11.6M Sell
124,033
-51,907
-30% -$5.08M 1.69% 16
2023
Q2 		$17.1M Buy
175,940
+8,863
+5% +$818K 2.48% 10
2023
Q1 		$15.1M Sell
167,077
-300,005
-64% -$26.5M 2.41% 13
2022
Q4 		$39.6M Sell
467,082
-6,217
-1% -$530K 6.94% 4
2022
Q3 		$37.6M Buy
473,299
+57,134
+14% +$5.06M 7.89% 4
2022
Q2 		$34.9M Buy
416,165
+70,870
+21% +$6.47M 7.72% 4
2022
Q1 		$35M Buy
345,295
+103,130
+43% +$10.3M 6.99% 4
2021
Q4 		$26.1M Buy
242,165
+23,945
+11% +$2.51M 5.21% 3
2021
Q3 		$21.5M Buy
218,220
+21,114
+11% +$2.14M 4.55% 3
2021
Q2 		$19.4M Buy
197,106
+6,873
+4% +$657K 4.48% 4
2021
Q1 		$17.3M Sell
190,233
-8,913
-4% -$792K 4.55% 5
2020
Q4 		$17.1M Buy
199,146
+66,241
+50% +$5.38M 4.96% 5
2020
Q3 		$10.1M Buy
132,905
+52,477
+65% +$3.95M 3.79% 8
2020
Q2 		$5.63M Buy
80,428
+64,101
+393% +$4.22M 2.45% 9
2020
Q1 		$939K Buy
+16,327
New +$1.11M 0.57% 23

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Austin Private Wealth's ESGU Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 14% in Q4 2025, selling an estimated $304K and leaving 12,122 shares worth $1.81M. The position accounts for 0.13% of the portfolio, ranked #75.

Austin Private Wealth first reported a position in ESGU in Q1 2020 and has held it in 24 quarters since. The position peaked at $39.6M in Q4 2022. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Austin Private Wealth held 12,122 shares of iShares ESG Aware MSCI USA ETF worth $1.81M as of Q4 2025.
  • Austin Private Wealth sold 2,055 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $304K.
  • iShares ESG Aware MSCI USA ETF made up 0.13% of Austin Private Wealth's portfolio in Q4 2025, its #75 holding.
  • Austin Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 24 quarters since.
  • Austin Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $39.6M in Q4 2022.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.