Investment Research & Advisory Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Investment Research & Advisory 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 Q3	–	Sell	-1,015	Closed	-$137K	–	255
2025 Q2	$137K	Buy	1,015 +2	+0.2%	+$250	0.05%	78
2025 Q1	$123K	Buy	1,013 +3	+0.3%	+$386	0.05%	82
2024 Q4	$130K	Buy	1,010 +3	+0.3%	+$389	0.05%	80
2024 Q3	$127K	Buy	1,007 +4	+0.4%	+$486	0.05%	77
2024 Q2	$120K	Buy	1,003 +2	+0.2%	+$230	0.05%	76
2024 Q1	$115K	Buy	1,001 +4	+0.4%	+$438	0.05%	76
2023 Q4	$105K	Buy	997 +7	+0.7%	+$686	0.05%	78
2023 Q3	$93K	Sell	990 -364	-27%	-$35.6K	0.05%	80
2023 Q2	$132K	Buy	+1,354	New	+$125K	0.08%	73

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investment Research & Advisory Group's ESGU Position: Q3 2025 in Review

Investment Research & Advisory Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,015 shares — an estimated $137K sold.

Investment Research & Advisory Group first reported a position in ESGU in Q2 2023 and held it in 9 quarters. The position peaked at $137K in Q2 2025. 776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Investment Research & Advisory Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Investment Research & Advisory Group sold 1,015 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $137K.
Investment Research & Advisory Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and held it in 9 quarters.
Investment Research & Advisory Group's iShares ESG Aware MSCI USA ETF position peaked at $137K in Q2 2025.
776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Investment Research & Advisory Group's 13F filing for Q3 2025, filed 22 Oct 2025.