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Hazlett, Burt & Watson’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hazlett, Burt & Watson’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
-18
Closed -$3K – 930
2025
Q3 		$3K Hold
18
– – ﹤0.01% 780
2025
Q2 		$2K Hold
18
– – ﹤0.01% 723
2025
Q1 		$2K Hold
18
– – ﹤0.01% 719
2024
Q4 		$2K Hold
18
– – ﹤0.01% 696
2024
Q3 		$2K Hold
18
– – ﹤0.01% 677
2024
Q2 		$2K Hold
18
– – ﹤0.01% 656
2024
Q1 		$2K Buy
+18
New +$1.97K ﹤0.01% 647
2023
Q4 		– Sell
-29
Closed -$3K – 697
2023
Q3 		$3K Buy
+29
New +$2.84K ﹤0.01% 606

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

Hazlett, Burt & Watson's ESGU Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 18 shares — an estimated $3K sold.

Hazlett, Burt & Watson first reported a position in ESGU in Q3 2023 and held it in 8 quarters. The position peaked at $3K in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Hazlett, Burt & Watson reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 18 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $3K.
  • Hazlett, Burt & Watson first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 8 quarters.
  • Hazlett, Burt & Watson's iShares ESG Aware MSCI USA ETF position peaked at $3K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.