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

Future You 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
Q2 		$379K Sell
2,800
-309
-10% -$38.6K 0.21% 40
2025
Q1 		$379K Buy
3,109
+1,320
+74% +$170K 0.24% 35
2024
Q4 		$230K Buy
+1,789
New +$232K 0.16% 44

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

Future You Wealth's ESGU Position: Q2 2025 in Review

Future You Wealth reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.9% in Q2 2025, selling an estimated $38.6K and leaving 2,800 shares worth $379K. The position accounts for 0.21% of the portfolio, ranked #40.

Future You Wealth first reported a position in ESGU in Q4 2024 and has held it in 3 quarters since. The position peaked at $379K in Q1 2025. 773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Future You Wealth held 2,800 shares of iShares ESG Aware MSCI USA ETF worth $379K as of Q2 2025.
  • Future You Wealth sold 309 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $38.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Future You Wealth's portfolio in Q2 2025, its #40 holding.
  • Future You Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 3 quarters since.
  • Future You Wealth's iShares ESG Aware MSCI USA ETF position peaked at $379K in Q1 2025.
  • 773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Future You Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.