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Black Diamond Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Black Diamond Financial’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
Q3 		– Sell
-1,893
Closed -$256K – 164
2025
Q2 		$256K Buy
+1,893
New +$236K 0.04% 122

Other funds holding ESGU

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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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Black Diamond Financial's ESGU Position: Q3 2025 in Review

Black Diamond Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,893 shares — an estimated $256K sold.

Black Diamond Financial first reported a position in ESGU in Q2 2025 and held it in 1 quarter. The position peaked at $256K in Q2 2025. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Black Diamond Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Black Diamond Financial sold 1,893 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $256K.
  • Black Diamond Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and held it in 1 quarter.
  • Black Diamond Financial's iShares ESG Aware MSCI USA ETF position peaked at $256K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Black Diamond Financial's 13F filing for Q3 2025, filed 5 Nov 2025.