Bank Julius Baer & Co
ESGU icon

Bank Julius Baer & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bank Julius Baer & Co’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 		– Sell
-406,790
Closed -$59.2M – 670
2025
Q3 		$59.2M Buy
+406,790
New +$57M 0.17% 102
2022
Q1 		– Sell
-248
Closed -$27K – 644
2021
Q4 		$27K Buy
+248
New +$26K ﹤0.01% 716
2021
Q3 		– Sell
-244
Closed -$24K – 822
2021
Q2 		$24K Sell
244
-12
-5% -$1.15K ﹤0.01% 746
2021
Q1 		$23K Buy
+256
New +$22.8K ﹤0.01% 737

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co's ESGU Position: Q4 2025 in Review

Bank Julius Baer & Co sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 406,790 shares — an estimated $59.2M sold.

Bank Julius Baer & Co first reported a position in ESGU in Q1 2021 and held it in 4 quarters. The position peaked at $59.2M in Q3 2025. 832 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Bank Julius Baer & Co reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 406,790 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $59.2M.
  • Bank Julius Baer & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 4 quarters.
  • Bank Julius Baer & Co's iShares ESG Aware MSCI USA ETF position peaked at $59.2M in Q3 2025.
  • 832 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Bank Julius Baer & Co's 13F filing for Q4 2025, filed 5 Feb 2026.