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Avior Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-968
Closed -$125K – 1235
2024
Q4 		$125K Buy
968
+148
+18% +$19.2K ﹤0.01% 833
2024
Q3 		$103K Hold
820
– – ﹤0.01% 879
2024
Q2 		$97.8K Sell
820
-71
-8% -$8.15K ﹤0.01% 869
2024
Q1 		$102K Buy
891
+771
+643% +$84.5K ﹤0.01% 949
2023
Q4 		$12.6K Sell
120
-355
-75% -$34.8K ﹤0.01% 953
2023
Q3 		$44.6K Sell
475
-1,166
-71% -$114K ﹤0.01% 782
2023
Q2 		$160K Sell
1,641
-942
-36% -$87K 0.01% 568
2023
Q1 		$234K Buy
2,583
+1,704
+194% +$151K 0.02% 497
2022
Q4 		$74.5K Sell
879
-2,187
-71% -$187K 0.01% 566
2022
Q3 		$243K Buy
3,066
+2,496
+438% +$221K 0.02% 422
2022
Q2 		$47K Sell
570
-398
-41% -$36.4K ﹤0.01% 576
2022
Q1 		$98K Sell
968
-840
-46% -$84.1K 0.01% 518
2021
Q4 		$195K Sell
1,808
-627
-26% -$65.8K 0.02% 433
2021
Q3 		$239K Sell
2,435
-253
-9% -$25.6K 0.02% 401
2021
Q2 		$264K Sell
2,688
-1,400
-34% -$134K 0.03% 380
2021
Q1 		$371K Buy
4,088
+3,892
+1,986% +$346K 0.04% 337
2020
Q4 		$16K Sell
196
-270
-58% -$21.9K ﹤0.01% 642
2020
Q3 		$35K Sell
466
-468
-50% -$35.3K 0.01% 526
2020
Q2 		$65K Buy
+934
New +$61.5K 0.01% 473

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Avior Wealth Management's ESGU Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 968 shares — an estimated $125K sold.

Avior Wealth Management first reported a position in ESGU in Q2 2020 and held it in 19 quarters. The position peaked at $371K in Q1 2021. 755 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 968 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $125K.
  • Avior Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $371K in Q1 2021.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.