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Financial Advocates Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Financial Advocates Investment Management’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
-3,004
Closed -$307K – 218
2025
Q2 		$307K Sell
3,004
-347
-10% -$43.3K 0.03% 493
2025
Q1 		$408K Sell
3,351
-5,598
-63% -$721K 0.03% 475
2024
Q4 		$1.15M Sell
8,949
-116,364
-93% -$15.1M 0.07% 273
2024
Q3 		$6.16M Buy
125,313
+117,113
+1,428% +$14.2M 0.35% 63
2024
Q2 		$978K Buy
8,200
+5,061
+161% +$581K 0.06% 297
2024
Q1 		$321K Buy
3,139
+769
+32% +$84.3K 0.02% 567
2023
Q4 		$222K Buy
+2,370
New +$232K 0.01% 659
2023
Q3 		– Sell
-23,985
Closed -$2.34M – 709
2023
Q2 		$2.34M Sell
23,985
-1,329
-5% -$123K 0.17% 142
2023
Q1 		$2.29M Sell
25,314
-23,389
-48% -$2.07M 0.16% 144
2022
Q4 		$4.13M Buy
48,703
+39,449
+426% +$3.37M 0.31% 80
2022
Q3 		$735K Sell
9,254
-43,681
-83% -$3.87M 0.06% 318
2022
Q2 		$4.44M Sell
52,935
-3,833
-7% -$350K 0.36% 73
2022
Q1 		$5.75M Buy
56,768
+4,222
+8% +$423K 0.38% 58
2021
Q4 		$5.67M Buy
52,546
+5,469
+12% +$574K 0.36% 60
2021
Q3 		$4.64M Sell
47,077
-13,709
-23% -$1.39M 0.31% 76
2021
Q2 		$5.99M Buy
60,786
+27,892
+85% +$2.67M 0.4% 47
2021
Q1 		$2.99M Buy
32,894
+28,898
+723% +$2.57M 0.21% 109
2020
Q4 		$344K Sell
3,996
-13,058
-77% -$1.06M 0.02% 532
2020
Q3 		$1.3M Sell
17,054
-5,997
-26% -$452K 0.11% 200
2020
Q2 		$1.61M Sell
23,051
-3,971
-15% -$261K 0.15% 170
2020
Q1 		$1.55M Buy
27,022
+23,011
+574% +$1.57M 0.22% 123
2019
Q4 		$286K Sell
4,011
-1,440
-26% -$98K 0.03% 402
2019
Q3 		$356K Buy
+5,451
New +$354K 0.04% 351

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 $1.69B AUM 19.12% 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 $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's ESGU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 3,004 shares — an estimated $307K sold.

Financial Advocates Investment Management first reported a position in ESGU in Q3 2019 and held it in 23 quarters. The position peaked at $6.16M in Q3 2024. 777 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,004 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $307K.
  • Financial Advocates Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and held it in 23 quarters.
  • Financial Advocates Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $6.16M in Q3 2024.
  • 777 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.