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Global Assets Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Global Assets Advisory’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
Q4 		– Sell
-1,570
Closed -$229K – 290
2025
Q3 		$229K Sell
1,570
-330
-17% -$46.2K 0.07% 247
2025
Q2 		$228K Buy
+1,900
New +$237K 0.09% 192
2024
Q2 		– Sell
-465
Closed -$30.9K – 196
2024
Q1 		$30.9K Buy
+465
New +$50.9K 0.02% 350

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Global Assets Advisory's ESGU Position: Q4 2025 in Review

Global Assets Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 1,570 shares — an estimated $229K sold.

Global Assets Advisory first reported a position in ESGU in Q1 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Global Assets Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Global Assets Advisory sold 1,570 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $229K.
  • Global Assets Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 3 quarters.
  • Global Assets Advisory's iShares ESG Aware MSCI USA ETF position peaked at $229K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Global Assets Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.