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Choate Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Choate Investment Advisors’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
-53
Closed -$7.17K – 440
2025
Q2 		$7.17K Buy
+53
New +$6.62K ﹤0.01% 465

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
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

Choate Investment Advisors's ESGU Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 53 shares — an estimated $7.17K sold.

Choate Investment Advisors first reported a position in ESGU in Q2 2025 and held it in 1 quarter. The position peaked at $7.17K in Q2 2025. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Choate Investment Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 53 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $7.17K.
  • Choate Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and held it in 1 quarter.
  • Choate Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $7.17K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.