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

Financial Gravity Companies’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 		$718K Buy
+5,305
New +$662K 0.14% 86
2024
Q4 		$708K Sell
5,493
-930
-14% -$120K 0.16% 86
2024
Q3 		$810K Buy
+6,423
New +$780K 0.22% 62

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's ESGU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025: 5,305 shares worth $718K. The stake represents 0.14% of the portfolio and ranks #86 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESGU as recently as Q4 2024.

Financial Gravity Companies first reported a position in ESGU in Q3 2024 and has held it in 3 quarters since. The position peaked at $810K in Q3 2024. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Financial Gravity Companies held 5,305 shares of iShares ESG Aware MSCI USA ETF worth $718K as of Q2 2025.
  • iShares ESG Aware MSCI USA ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Financial Gravity Companies's portfolio in Q2 2025, its #86 holding.
  • Financial Gravity Companies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares ESG Aware MSCI USA ETF position peaked at $810K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.