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Highline Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Highline Wealth Partners’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
Q1 		– Sell
-644
Closed -$83K – 1029
2024
Q4 		$83K Hold
644
– – 0.03% 108
2024
Q3 		$81.3K Hold
644
– – 0.03% 112
2024
Q2 		$76.8K Hold
644
– – 0.03% 113
2024
Q1 		$74K Hold
644
– – 0.03% 117
2023
Q4 		$67.6K Hold
644
– – 0.03% 120
2023
Q3 		$60.5K Buy
+644
New +$63.1K 0.04% 110

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Highline Wealth Partners's ESGU Position: Q1 2025 in Review

Highline Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 644 shares — an estimated $83K sold.

Highline Wealth Partners first reported a position in ESGU in Q3 2023 and held it in 6 quarters. The position peaked at $83K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Highline Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 644 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $83K.
  • Highline Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 6 quarters.
  • Highline Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $83K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Highline Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.