eCIO Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

eCIO Inc’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	-1,367	Closed	-$167K	–	113
2025 Q1	$167K	Buy	+1,367	New	+$176K	0.06%	127

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

eCIO Inc's ESGU Position: Q2 2025 in Review

eCIO Inc sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 1,367 shares — an estimated $167K sold.

eCIO Inc first reported a position in ESGU in Q1 2025 and held it in 1 quarter. The position peaked at $167K in Q1 2025. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

eCIO Inc reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
eCIO Inc sold 1,367 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $167K.
eCIO Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and held it in 1 quarter.
eCIO Inc's iShares ESG Aware MSCI USA ETF position peaked at $167K in Q1 2025.
771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on eCIO Inc's 13F filing for Q2 2025, filed 8 Aug 2025.