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

Financial Advisors’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 		$8.21M Buy
56,392
+314
+0.6% +$44K 1.45% 7
2025
Q2 		$7.59M Sell
56,078
-3,849
-6% -$481K 1.41% 7
2025
Q1 		$7.31M Buy
59,927
+123
+0.2% +$15.8K 1.44% 7
2024
Q4 		$7.7M Sell
59,804
-2,154
-3% -$279K 1.48% 7
2024
Q3 		$7.82M Sell
61,958
-284
-0.5% -$34.5K 1.49% 7
2024
Q2 		$7.43M Sell
62,242
-567
-0.9% -$65.1K 1.52% 7
2024
Q1 		$7.22M Sell
62,809
-859
-1% -$94.1K 1.49% 8
2023
Q4 		$6.68M Sell
63,668
-75
-0.1% -$7.34K 1.5% 8
2023
Q3 		$5.99M Buy
63,743
+71
+0.1% +$6.95K 1.48% 8
2023
Q2 		$6.21M Buy
63,672
+1,735
+3% +$160K 1.48% 8
2023
Q1 		$5.6M Buy
61,937
+446
+0.7% +$39.4K 1.42% 8
2022
Q4 		$5.21M Buy
61,491
+5,874
+11% +$501K 1.42% 7
2022
Q3 		$4.41M Buy
55,617
+22,846
+70% +$2.02M 1.53% 8
2022
Q2 		$2.75M Sell
32,771
-5,326
-14% -$487K 0.97% 13
2022
Q1 		$3.86M Buy
38,097
+2,370
+7% +$237K 1.21% 11
2021
Q4 		$3.85M Buy
35,727
+2,834
+9% +$297K 1.17% 13
2021
Q3 		$3.24M Buy
32,893
+6,776
+26% +$687K 1.1% 14
2021
Q2 		$2.57M Buy
26,117
+8,536
+49% +$816K 0.9% 14
2021
Q1 		$1.6M Buy
17,581
+15,221
+645% +$1.35M 0.64% 15
2020
Q4 		$203K Buy
+2,360
New +$192K 0.09% 78

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

Financial Advisors's ESGU Position: Q3 2025 in Review

Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.56% in Q3 2025, buying an estimated $44K and bringing the position to 56,392 shares worth $8.21M. The position accounts for 1.45% of the portfolio, ranked #7.

Financial Advisors first reported a position in ESGU in Q4 2020 and has held it in 20 quarters since. 776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Financial Advisors held 56,392 shares of iShares ESG Aware MSCI USA ETF worth $8.21M as of Q3 2025.
  • Financial Advisors bought 314 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $44K.
  • iShares ESG Aware MSCI USA ETF made up 1.45% of Financial Advisors's portfolio in Q3 2025, its #7 holding.
  • Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 20 quarters since.
  • 776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.