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BridgePort Financial Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BridgePort Financial Solutions’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
-1,739
Closed -$253K – 246
2025
Q3 		$253K Buy
1,739
+164
+10% +$23K 0.07% 199
2025
Q2 		$213K Buy
+1,575
New +$197K 0.07% 185
2025
Q1 		– Sell
-1,575
Closed -$201K – 161
2024
Q4 		$201K Buy
+1,575
New +$204K 0.09% 158

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 $45.6B AUM 18.83% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BridgePort Financial Solutions's ESGU Position: Q4 2025 in Review

BridgePort Financial Solutions sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 1,739 shares — an estimated $253K sold.

BridgePort Financial Solutions first reported a position in ESGU in Q4 2024 and held it in 3 quarters. The position peaked at $253K in Q3 2025. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • BridgePort Financial Solutions reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 1,739 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $253K.
  • BridgePort Financial Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • BridgePort Financial Solutions's iShares ESG Aware MSCI USA ETF position peaked at $253K in Q3 2025.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on BridgePort Financial Solutions's 13F filing for Q4 2025, filed 16 Jan 2026.