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

Claro 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
Q2 		– Sell
-1,692
Closed -$206K – 419
2025
Q1 		$206K Buy
+1,692
New +$218K 0.03% 478

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's ESGU Position: Q2 2025 in Review

Claro Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 1,692 shares — an estimated $206K sold.

Claro Advisors first reported a position in ESGU in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Claro Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 1,692 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $206K.
  • Claro Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and held it in 1 quarter.
  • Claro Advisors's iShares ESG Aware MSCI USA ETF position peaked at $206K in Q1 2025.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.