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DOHJ LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

DOHJ LLC’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
-143,048
Closed -$16.7M – 39
2025
Q2 		$16.7M Sell
143,048
-14,378
-9% -$1.79M 4.85% 2
2025
Q1 		$19.2M Sell
157,426
-19,572
-11% -$2.52M 4.38% 4
2024
Q4 		$22.8M Sell
176,998
-827
-0.5% -$107K 5.27% 4
2024
Q3 		$22.2M Buy
177,825
+5,327
+3% +$647K 5.18% 4
2024
Q2 		$20.6M Buy
172,498
+1,304
+0.8% +$150K 5.14% 4
2024
Q1 		$19.7M Sell
171,194
-18,247
-10% -$2M 5.22% 4
2023
Q4 		$19.9M Buy
189,441
+25,201
+15% +$2.47M 5.87% 4
2023
Q3 		$15.4M Buy
164,240
+14,428
+10% +$1.41M 6.87% 2
2023
Q2 		$14.6M Buy
149,812
+81,739
+120% +$7.55M 6.26% 3
2023
Q1 		$6.16M Sell
68,073
-20,772
-23% -$1.84M 3.11% 8
2022
Q4 		$7.53M Buy
88,845
+13,080
+17% +$1.12M 4.23% 6
2022
Q3 		$6.02M Buy
75,765
+6,739
+10% +$597K 4.06% 5
2022
Q2 		$5.79M Sell
69,026
-19,836
-22% -$1.81M 3.3% 6
2022
Q1 		$9.01M Buy
88,862
+67,338
+313% +$6.74M 4.33% 5
2021
Q4 		$2.32M Buy
21,524
+9,031
+72% +$948K 1.04% 26
2021
Q3 		$1.32M Buy
12,493
+10,119
+426% +$1.03M 0.62% 39
2021
Q2 		$234K Buy
+2,374
New +$227K 0.12% 101

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

DOHJ LLC's ESGU Position: Q3 2025 in Review

DOHJ LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 143,048 shares — an estimated $16.7M sold.

DOHJ LLC first reported a position in ESGU in Q2 2021 and held it in 17 quarters. The position peaked at $22.8M in Q4 2024. 776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • DOHJ LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 143,048 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $16.7M.
  • DOHJ LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 17 quarters.
  • DOHJ LLC's iShares ESG Aware MSCI USA ETF position peaked at $22.8M in Q4 2024.
  • 776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.