GPS Wealth Strategies Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GPS Wealth Strategies Group’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	-1,113	Closed	-$162K	–	874
2025 Q3	$162K	Sell	1,113 -17	-2%	-$2.38K	0.02%	390
2025 Q2	$153K	Hold	1,130	–	–	0.02%	372
2025 Q1	$138K	Hold	1,130	–	–	0.02%	384
2024 Q4	$146K	Buy	1,130 +456	+68%	+$59.1K	0.02%	355
2024 Q3	$85K	Buy	674 +27	+4%	+$3.28K	0.01%	466
2024 Q2	$77.2K	Buy	647 +198	+44%	+$22.7K	0.01%	443
2024 Q1	$51.6K	Hold	449	–	–	0.01%	501
2023 Q4	$47.1K	Hold	449	–	–	0.01%	505
2023 Q3	$42.2K	Hold	449	–	–	0.01%	519
2023 Q2	$43.8K	Hold	449	–	–	0.01%	524
2023 Q1	$40.6K	Buy	+449	New	+$39.7K	0.01%	523

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GPS Wealth Strategies Group's ESGU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 1,113 shares — an estimated $162K sold.

GPS Wealth Strategies Group first reported a position in ESGU in Q1 2023 and held it in 11 quarters. The position peaked at $162K in Q3 2025. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,113 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $162K.
GPS Wealth Strategies Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's iShares ESG Aware MSCI USA ETF position peaked at $162K in Q3 2025.
830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.