Enzi Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Enzi Wealth’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	-1,609	Closed	-$219K	–	70
2025 Q2	$219K	Buy	+1,609	New	+$201K	0.08%	66
2023 Q2	–	Sell	-2,425	Closed	-$221K	–	62
2023 Q1	$221K	Hold	2,425	–	–	0.11%	64
2022 Q4	$215K	Hold	2,425	–	–	0.1%	67
2022 Q3	$215K	Buy	+2,425	New	+$215K	0.11%	69

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Enzi Wealth's ESGU Position: Q3 2025 in Review

Enzi Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,609 shares — an estimated $219K sold.

Enzi Wealth first reported a position in ESGU in Q3 2022 and held it in 4 quarters. The position peaked at $221K in Q1 2023. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Enzi Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Enzi Wealth sold 1,609 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $219K.
Enzi Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 4 quarters.
Enzi Wealth's iShares ESG Aware MSCI USA ETF position peaked at $221K in Q1 2023.
778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Enzi Wealth's 13F filing for Q3 2025, filed 17 Oct 2025.