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

Congress 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
Q2 		$1.49M Buy
11,035
+541
+5% +$67.5K 0.01% 612
2025
Q1 		$1.28M Buy
10,494
+682
+7% +$87.8K 0.02% 575
2024
Q4 		$1.26M Sell
9,812
-583
-6% -$75.5K 0.02% 486
2024
Q3 		$1.31M Buy
10,395
+217
+2% +$26.4K 0.02% 474
2024
Q2 		$1.21M Sell
10,178
-1,620
-14% -$186K 0.02% 404
2024
Q1 		$1.36M Sell
11,798
-1,326
-10% -$145K 0.02% 352
2023
Q4 		$1.38M Buy
13,124
+1,313
+11% +$129K 0.03% 355
2023
Q3 		$1.11M Buy
11,811
+1,954
+20% +$191K 0.02% 361
2023
Q2 		$961K Buy
9,857
+2,162
+28% +$200K 0.02% 344
2023
Q1 		$696K Buy
+7,695
New +$680K 0.02% 383
2022
Q4 		– Sell
-6,444
Closed -$512K – 563
2022
Q3 		$512K Buy
6,444
+268
+4% +$23.7K 0.01% 403
2022
Q2 		$518K Buy
6,176
+2,033
+49% +$186K 0.01% 402
2022
Q1 		$420K Buy
4,143
+1,011
+32% +$101K 0.01% 462
2021
Q4 		$338K Buy
+3,132
New +$329K 0.01% 512

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's ESGU Position: Q2 2025 in Review

Congress Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.2% in Q2 2025, buying an estimated $67.5K and bringing the position to 11,035 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #612.

Congress Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 14 quarters since. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Congress Wealth Management held 11,035 shares of iShares ESG Aware MSCI USA ETF worth $1.49M as of Q2 2025.
  • Congress Wealth Management bought 541 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $67.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #612 holding.
  • Congress Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.