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CRA Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CRA Financial Services’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
-1,738
Closed -$212K – 280
2025
Q1 		$212K Hold
1,738
– – 0.04% 259
2024
Q4 		$224K Hold
1,738
– – 0.04% 241
2024
Q3 		$219K Hold
1,738
– – 0.04% 246
2024
Q2 		$207K Buy
+1,738
New +$200K 0.04% 242

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

CRA Financial Services's ESGU Position: Q2 2025 in Review

CRA Financial Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 1,738 shares — an estimated $212K sold.

CRA Financial Services first reported a position in ESGU in Q2 2024 and held it in 4 quarters. The position peaked at $224K in Q4 2024. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • CRA Financial Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • CRA Financial Services sold 1,738 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $212K.
  • CRA Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and held it in 4 quarters.
  • CRA Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $224K in Q4 2024.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on CRA Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.