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Curtis Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Curtis Advisory Group’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 		– Sell
-2,077
Closed -$281K – 108
2025
Q2 		$281K Buy
2,077
+316
+18% +$39.4K 0.07% 93
2025
Q1 		$215K Hold
1,761
– – 0.06% 98
2024
Q4 		$227K Hold
1,761
– – 0.06% 93
2024
Q3 		$222K Buy
+1,761
New +$214K 0.06% 93

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Curtis Advisory Group's ESGU Position: Q3 2025 in Review

Curtis Advisory Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 2,077 shares — an estimated $281K sold.

Curtis Advisory Group first reported a position in ESGU in Q3 2024 and held it in 4 quarters. The position peaked at $281K in Q2 2025. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Curtis Advisory Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Curtis Advisory Group sold 2,077 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $281K.
  • Curtis Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 4 quarters.
  • Curtis Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $281K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Curtis Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.