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

Clearview Wealth 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
Q4 		$1.75M Buy
11,713
+52
+0.4% +$7.69K 1.11% 24
2025
Q3 		$1.7M Sell
11,661
-525
-4% -$73.5K 1.09% 24
2025
Q2 		$1.65M Buy
12,186
+71
+0.6% +$8.86K 1.15% 23
2025
Q1 		$1.48M Buy
12,115
+43
+0.4% +$5.54K 1.1% 22
2024
Q4 		$1.56M Buy
12,072
+82
+0.7% +$10.6K 1.18% 21
2024
Q3 		$1.51M Buy
11,990
+120
+1% +$14.6K 1.17% 22
2024
Q2 		$1.42M Sell
11,870
-3,725
-24% -$428K 1.24% 20
2024
Q1 		$1.79M Buy
15,595
+1,218
+8% +$133K 1.83% 11
2023
Q4 		$1.51M Sell
14,377
-3,025
-17% -$296K 1.76% 12
2023
Q3 		$1.63M Sell
17,402
-10,154
-37% -$994K 2.02% 9
2023
Q2 		$2.69M Sell
27,556
-8,906
-24% -$822K 2.73% 3
2023
Q1 		$3.3M Sell
36,462
-56,190
-61% -$4.97M 3.34% 3
2022
Q4 		$7.85M Sell
92,652
-29,041
-24% -$2.48M 6.07% 3
2022
Q3 		$9.66M Buy
121,693
+3,780
+3% +$335K 7.66% 3
2022
Q2 		$9.89M Sell
117,913
-27,195
-19% -$2.48M 7.41% 3
2022
Q1 		$14.7M Buy
145,108
+31,671
+28% +$3.17M 9.66% 2
2021
Q4 		$12.2M Buy
113,437
+2,784
+3% +$292K 7.46% 1
2021
Q3 		$10.9M Buy
110,653
+2,558
+2% +$259K 6.9% 1
2021
Q2 		$10.6M Sell
108,095
-4,808
-4% -$460K 6.57% 2
2021
Q1 		$10.3M Sell
112,903
-22,019
-16% -$1.96M 6.66% 2
2020
Q4 		$11.6M Buy
+134,922
New +$11M 7.8% 1

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

Clearview Wealth Advisors's ESGU Position: Q4 2025 in Review

Clearview Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.45% in Q4 2025, buying an estimated $7.69K and bringing the position to 11,713 shares worth $1.75M. The position accounts for 1.11% of the portfolio, ranked #24.

Clearview Wealth Advisors first reported a position in ESGU in Q4 2020 and has held it in 21 quarters since. The position peaked at $14.7M in Q1 2022. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Clearview Wealth Advisors held 11,713 shares of iShares ESG Aware MSCI USA ETF worth $1.75M as of Q4 2025.
  • Clearview Wealth Advisors bought 52 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $7.69K.
  • iShares ESG Aware MSCI USA ETF made up 1.11% of Clearview Wealth Advisors's portfolio in Q4 2025, its #24 holding.
  • Clearview Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $14.7M in Q1 2022.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.