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Clarius Group LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clarius Group LLC’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 		$25.1M Sell
168,201
-1,959
-1% -$290K 1.43% 16
2025
Q3 		$24.8M Sell
170,160
-786
-0.5% -$110K 1.47% 15
2025
Q2 		$23.1M Sell
170,946
-3,618
-2% -$452K 1.35% 15
2025
Q1 		$21.3M Buy
174,564
+13,632
+8% +$1.76M 1.34% 15
2024
Q4 		$20.7M Buy
160,932
+150,607
+1,459% +$19.5M 1.42% 15
2024
Q3 		$1.3M Buy
10,325
+1,386
+16% +$168K 0.09% 101
2024
Q2 		$1.07M Buy
8,939
+194
+2% +$22.3K 0.08% 111
2024
Q1 		$1.01M Sell
8,745
-1,034
-11% -$113K 0.07% 119
2023
Q4 		$1.03M Sell
9,779
-1,226
-11% -$120K 0.09% 123
2023
Q3 		$1.03M Buy
11,005
+3,355
+44% +$329K 0.1% 107
2023
Q2 		$746K Buy
7,650
+46
+0.6% +$4.25K 0.06% 187
2023
Q1 		$688K Buy
7,604
+2,347
+45% +$208K 0.06% 187
2022
Q4 		$446K Sell
5,257
-154
-3% -$13.1K 0.04% 279
2022
Q3 		$430K Sell
5,411
-5,456
-50% -$483K 0.04% 247
2022
Q2 		$912K Buy
10,867
+8,791
+423% +$803K 0.09% 134
2022
Q1 		$224K Hold
2,076
– – 0.02% 445
2021
Q4 		$224K Buy
+2,076
New +$218K 0.02% 445

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

Clarius Group LLC's ESGU Position: Q4 2025 in Review

Clarius Group LLC reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.2% in Q4 2025, selling an estimated $290K and leaving 168,201 shares worth $25.1M. The position accounts for 1.43% of the portfolio, ranked #16.

Clarius Group LLC first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Clarius Group LLC held 168,201 shares of iShares ESG Aware MSCI USA ETF worth $25.1M as of Q4 2025.
  • Clarius Group LLC sold 1,959 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $290K.
  • iShares ESG Aware MSCI USA ETF made up 1.43% of Clarius Group LLC's portfolio in Q4 2025, its #16 holding.
  • Clarius Group LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.