GFPC
ESGU icon

Global Financial Private Client’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Global Financial Private Client’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
-120
Closed -$14.6K – 656
2025
Q1 		$14.6K Buy
120
+21
+21% +$2.7K 0.01% 504
2024
Q4 		$12.8K Sell
99
-2
-2% -$259 ﹤0.01% 504
2024
Q3 		$12.7K Hold
101
– – 0.01% 505
2024
Q2 		$12.1K Sell
101
-294
-74% -$33.8K 0.01% 429
2024
Q1 		$45.3K Sell
395
-140
-26% -$15.3K 0.02% 310
2023
Q4 		$56.1K Buy
535
+144
+37% +$14.1K 0.03% 287
2023
Q3 		$36.7K Sell
391
-1,038
-73% -$102K 0.02% 314
2023
Q2 		$140K Sell
1,429
-4,084
-74% -$377K 0.07% 194
2023
Q1 		$500K Sell
5,513
-623
-10% -$55.1K 0.26% 94
2022
Q4 		$520K Sell
6,136
-11,035
-64% -$941K 0.29% 84
2022
Q3 		$1.4M Sell
17,171
-6,495
-27% -$575K 0.81% 29
2022
Q2 		$2.01M Sell
23,666
-11,534
-33% -$1.05M 1.13% 19
2022
Q1 		$3.58M Buy
35,200
+3,362
+11% +$337K 1.73% 13
2021
Q4 		$3.44M Buy
31,838
+2,075
+7% +$218K 1.66% 15
2021
Q3 		$2.96M Buy
29,763
+16,174
+119% +$1.64M 1.52% 16
2021
Q2 		$1.34M Buy
13,589
+9,431
+227% +$902K 0.75% 32
2021
Q1 		$382K Buy
4,158
+2,722
+190% +$242K 0.27% 77
2020
Q4 		$124K Buy
+1,436
New +$117K 0.1% 123

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

Global Financial Private Client's ESGU Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 120 shares — an estimated $14.6K sold.

Global Financial Private Client first reported a position in ESGU in Q4 2020 and held it in 18 quarters. The position peaked at $3.58M in Q1 2022. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Global Financial Private Client reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 120 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $14.6K.
  • Global Financial Private Client first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 18 quarters.
  • Global Financial Private Client's iShares ESG Aware MSCI USA ETF position peaked at $3.58M in Q1 2022.
  • 772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.