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

Avantax 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 Q2	$5.32M	Sell	39,300 -723	-2%	-$90.3K	0.03%	434
2025 Q1	$4.88M	Sell	40,023 -13,856	-26%	-$1.78M	0.03%	420
2024 Q4	$6.94M	Sell	53,879 -3,632	-6%	-$471K	0.04%	308
2024 Q3	$7.26M	Sell	57,511 -1,186	-2%	-$144K	0.05%	304
2024 Q2	$7M	Sell	58,697 -16,737	-22%	-$1.92M	0.05%	286
2024 Q1	$8.67M	Sell	75,434 -33,703	-31%	-$3.69M	0.08%	202
2023 Q4	$11.5M	Buy	109,137 +2,850	+3%	+$279K	0.11%	141
2023 Q3	$9.98M	Sell	106,287 -26,537	-20%	-$2.6M	0.11%	143
2023 Q2	$12.9M	Sell	132,824 -62,002	-32%	-$5.73M	0.15%	113
2023 Q1	$17.6M	Sell	194,826 -72,980	-27%	-$6.45M	0.22%	77
2022 Q4	$22.7M	Buy	267,806 +24,418	+10%	+$2.08M	0.3%	42
2022 Q3	$19.3M	Buy	243,388 +45,078	+23%	+$3.99M	0.3%	45
2022 Q2	$16.6M	Buy	198,310 +28,369	+17%	+$2.59M	0.25%	61
2022 Q1	$17.2M	Buy	169,941 +32,163	+23%	+$3.22M	0.24%	67
2021 Q4	$14.9M	Buy	137,778 +20,274	+17%	+$2.13M	0.22%	72
2021 Q3	$11.6M	Buy	117,504 +35,085	+43%	+$3.56M	0.19%	86
2021 Q2	$8.11M	Buy	82,419 +15,542	+23%	+$1.49M	0.15%	111
2021 Q1	$6.08M	Buy	66,877 +33,093	+98%	+$2.94M	0.13%	127
2020 Q4	$2.92M	Sell	33,784 -2,336	-6%	-$190K	0.07%	197
2020 Q3	$2.76M	Buy	36,120 +33,259	+1,162%	+$2.51M	0.04%	303
2020 Q2	$201K	Buy	+2,861	New	+$188K	0.01%	787

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's ESGU Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.8% in Q2 2025, selling an estimated $90.3K and leaving 39,300 shares worth $5.32M. The position accounts for 0.03% of the portfolio, ranked #434.

Avantax Advisory Services first reported a position in ESGU in Q2 2020 and has held it in 21 quarters since. The position peaked at $22.7M in Q4 2022. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Avantax Advisory Services held 39,300 shares of iShares ESG Aware MSCI USA ETF worth $5.32M as of Q2 2025.
Avantax Advisory Services sold 723 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $90.3K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #434 holding.
Avantax Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $22.7M in Q4 2022.
772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.