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

Financial Counselors 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
-4,591
Closed -$560K – 185
2025
Q1 		$560K Sell
4,591
-241
-5% -$31K 0.01% 400
2024
Q4 		$622K Sell
4,832
-30
-0.6% -$3.89K 0.01% 383
2024
Q3 		$613K Sell
4,862
-240
-5% -$29.1K 0.01% 398
2024
Q2 		$609K Sell
5,102
-1,071
-17% -$123K 0.01% 377
2024
Q1 		$710K Buy
6,173
+796
+15% +$87.2K 0.01% 367
2023
Q4 		$564K Sell
5,377
-3,377
-39% -$331K 0.01% 385
2023
Q3 		$822K Sell
8,754
-742
-8% -$72.7K 0.02% 333
2023
Q2 		$925K Sell
9,496
-437
-4% -$40.4K 0.02% 303
2023
Q1 		$898K Sell
9,933
-3,227
-25% -$285K 0.02% 308
2022
Q4 		$1.11M Sell
13,160
-613
-4% -$52.3K 0.03% 296
2022
Q3 		$1.09M Buy
13,773
+7,642
+125% +$677K 0.03% 286
2022
Q2 		$514K Sell
6,131
-26
-0.4% -$2.38K 0.01% 349
2022
Q1 		$624K Sell
6,157
-2,000
-25% -$200K 0.01% 341
2021
Q4 		$880K Buy
8,157
+1,661
+26% +$174K 0.02% 315
2021
Q3 		$640K Buy
6,496
+124
+2% +$12.6K 0.01% 344
2021
Q2 		$627K Buy
6,372
+799
+14% +$76.4K 0.01% 348
2021
Q1 		$506K Hold
5,573
– – 0.01% 367
2020
Q4 		$479K Buy
+5,573
New +$453K 0.01% 369

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

Financial Counselors Inc's ESGU Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 4,591 shares — an estimated $560K sold.

Financial Counselors Inc first reported a position in ESGU in Q4 2020 and held it in 18 quarters. The position peaked at $1.11M in Q4 2022. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 4,591 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $560K.
  • Financial Counselors Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's iShares ESG Aware MSCI USA ETF position peaked at $1.11M in Q4 2022.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.