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Copperleaf Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Copperleaf Capital’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 		$677K Buy
4,650
+722
+18% +$101K 0.32% 69
2025
Q2 		$531K Buy
3,928
+66
+2% +$8.24K 0.27% 77
2025
Q1 		$471K Sell
3,862
-709
-16% -$91.3K 0.28% 75
2024
Q4 		$589K Sell
4,571
-708
-13% -$91.7K 0.37% 63
2024
Q3 		$666K Sell
5,279
-13
-0.2% -$1.58K 0.51% 59
2024
Q2 		$631K Sell
5,292
-11,827
-69% -$1.36M 0.5% 58
2024
Q1 		$1.97M Sell
17,119
-9,621
-36% -$1.05M 1.7% 15
2023
Q4 		$2.81M Buy
26,740
+81
+0.3% +$7.93K 2.86% 7
2023
Q3 		$2.5M Sell
26,659
-7,696
-22% -$754K 2.71% 7
2023
Q2 		$3.35M Sell
34,355
-27,623
-45% -$2.55M 3.14% 8
2023
Q1 		$5.61M Sell
61,978
-9,165
-13% -$810K 5.57% 3
2022
Q4 		$6.03M Sell
71,143
-9,825
-12% -$838K 6.94% 3
2022
Q3 		$6.43M Buy
80,968
+6,712
+9% +$594K 6.96% 3
2022
Q2 		$6.23M Buy
74,256
+1,524
+2% +$139K 6.31% 2
2022
Q1 		$7.37M Buy
72,732
+3,837
+6% +$384K 6.54% 2
2021
Q4 		$7.43M Sell
68,895
-4,013
-6% -$421K 6.42% 2
2021
Q3 		$7.18M Buy
72,908
+26,063
+56% +$2.64M 6.91% 1
2021
Q2 		$4.61M Sell
46,845
-289
-0.6% -$27.6K 4.52% 4
2021
Q1 		$4.28M Sell
47,134
-31,218
-40% -$2.77M 4.57% 4
2020
Q4 		$6.74M Buy
78,352
+40,365
+106% +$3.28M 5.76% 4
2020
Q3 		$2.9M Buy
37,987
+5,269
+16% +$397K 2.79% 10
2020
Q2 		$2.29M Buy
32,718
+845
+3% +$55.6K 2.37% 14
2020
Q1 		$1.83M Buy
+31,873
New +$2.17M 2.2% 16

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Copperleaf Capital's ESGU Position: Q3 2025 in Review

Copperleaf Capital increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 18% in Q3 2025, buying an estimated $101K and bringing the position to 4,650 shares worth $677K. The position accounts for 0.32% of the portfolio, ranked #69.

Copperleaf Capital first reported a position in ESGU in Q1 2020 and has held it in 23 quarters since. The position peaked at $7.43M in Q4 2021. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Copperleaf Capital held 4,650 shares of iShares ESG Aware MSCI USA ETF worth $677K as of Q3 2025.
  • Copperleaf Capital bought 722 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $101K.
  • iShares ESG Aware MSCI USA ETF made up 0.32% of Copperleaf Capital's portfolio in Q3 2025, its #69 holding.
  • Copperleaf Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 23 quarters since.
  • Copperleaf Capital's iShares ESG Aware MSCI USA ETF position peaked at $7.43M in Q4 2021.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.