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

Certus 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 Q3	$619K	Sell	4,251 -191	-4%	-$26.8K	0.37%	43
2025 Q2	$601K	Sell	4,442 -50	-1%	-$6.24K	0.39%	42
2025 Q1	$573K	Hold	4,492	–	–	0.39%	41
2024 Q4	$596K	Hold	4,492	–	–	0.4%	41
2024 Q3	$567K	Sell	4,492 -22,860	-84%	-$2.78M	0.39%	39
2024 Q2	$3.26M	Sell	27,352 -4,381	-14%	-$503K	2.48%	14
2024 Q1	$3.57M	Sell	31,733 -4,593	-13%	-$503K	2.84%	11
2023 Q4	$3.81M	Buy	36,326 +1,637	+5%	+$160K	3.23%	10
2023 Q3	$3.26M	Buy	34,689 +687	+2%	+$67.3K	3.12%	10
2023 Q2	$3.31M	Buy	+34,002	New	+$3.14M	3.29%	7

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Certus Wealth Management's ESGU Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.3% in Q3 2025, selling an estimated $26.8K and leaving 4,251 shares worth $619K. The position accounts for 0.37% of the portfolio, ranked #43.

Certus Wealth Management first reported a position in ESGU in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.81M in Q4 2023. 776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Certus Wealth Management held 4,251 shares of iShares ESG Aware MSCI USA ETF worth $619K as of Q3 2025.
Certus Wealth Management sold 191 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $26.8K.
iShares ESG Aware MSCI USA ETF made up 0.37% of Certus Wealth Management's portfolio in Q3 2025, its #43 holding.
Certus Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.81M in Q4 2023.
776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.