D. Scott Neal’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

D. Scott Neal’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	$421K	Sell	2,889 -128	-4%	-$17.9K	0.19%	40
2025 Q2	$408K	Hold	3,017	–	–	0.2%	36
2025 Q1	$368K	Sell	3,017 -70	-2%	-$9.02K	0.2%	38
2024 Q4	$398K	Sell	3,087 -78	-2%	-$10.1K	0.22%	38
2024 Q3	$399K	Sell	3,165 -109	-3%	-$13.2K	0.21%	39
2024 Q2	$391K	Sell	3,274 -513	-14%	-$58.9K	0.22%	45
2024 Q1	$435K	Hold	3,787	–	–	0.28%	42
2023 Q4	$397K	Hold	3,787	–	–	0.35%	38
2023 Q3	$357K	Hold	3,787	–	–	0.31%	40
2023 Q2	$369K	Buy	+3,787	New	+$350K	0.28%	41

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

D. Scott Neal's ESGU Position: Q3 2025 in Review

D. Scott Neal reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q3 2025, selling an estimated $17.9K and leaving 2,889 shares worth $421K. The position accounts for 0.19% of the portfolio, ranked #40.

D. Scott Neal first reported a position in ESGU in Q2 2023 and has held it in 10 quarters since. The position peaked at $435K in Q1 2024. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

D. Scott Neal held 2,889 shares of iShares ESG Aware MSCI USA ETF worth $421K as of Q3 2025.
D. Scott Neal sold 128 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $17.9K.
iShares ESG Aware MSCI USA ETF made up 0.19% of D. Scott Neal's portfolio in Q3 2025, its #40 holding.
D. Scott Neal first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 10 quarters since.
D. Scott Neal's iShares ESG Aware MSCI USA ETF position peaked at $435K in Q1 2024.
775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.