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Elios Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Elios Financial 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
Q2 		$1.44M Buy
10,615
+1,715
+19% +$214K 0.65% 39
2025
Q1 		$1.08M Buy
8,900
+18
+0.2% +$2.32K 0.54% 44
2024
Q4 		$1.14M Sell
8,882
-159
-2% -$20.6K 0.54% 38
2024
Q3 		$1.14M Buy
+9,041
New +$1.1M 0.53% 44

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

Elios Financial Group's ESGU Position: Q2 2025 in Review

Elios Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 19% in Q2 2025, buying an estimated $214K and bringing the position to 10,615 shares worth $1.44M. The position accounts for 0.65% of the portfolio, ranked #39.

Elios Financial Group first reported a position in ESGU in Q3 2024 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Elios Financial Group held 10,615 shares of iShares ESG Aware MSCI USA ETF worth $1.44M as of Q2 2025.
  • Elios Financial Group bought 1,715 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $214K.
  • iShares ESG Aware MSCI USA ETF made up 0.65% of Elios Financial Group's portfolio in Q2 2025, its #39 holding.
  • Elios Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.