Carolinas Wealth Consulting’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-191	Closed	-$23.3K	–	285
2025 Q1	$23.3K	Hold	191	–	–	0.01%	439
2024 Q4	$24.6K	Hold	191	–	–	﹤0.01%	448
2024 Q3	$24.1K	Hold	191	–	–	﹤0.01%	460
2024 Q2	$22.8K	Hold	191	–	–	﹤0.01%	464
2024 Q1	$22K	Hold	191	–	–	﹤0.01%	471
2023 Q4	$20K	Hold	191	–	–	﹤0.01%	441
2023 Q3	$17.5K	Hold	191	–	–	﹤0.01%	449
2023 Q2	$18.6K	Hold	191	–	–	﹤0.01%	489
2023 Q1	$17.3K	Hold	191	–	–	﹤0.01%	517
2022 Q4	$16.2K	Buy	+191	New	+$16.3K	﹤0.01%	535

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 $52B AUM 24.53% 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

Carolinas Wealth Consulting's ESGU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 191 shares — an estimated $23.3K sold.

Carolinas Wealth Consulting first reported a position in ESGU in Q4 2022 and held it in 10 quarters. The position peaked at $24.6K in Q4 2024. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 191 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $23.3K.
Carolinas Wealth Consulting first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's iShares ESG Aware MSCI USA ETF position peaked at $24.6K in Q4 2024.
772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.