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Jefferies Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jefferies Financial 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
-1,927
Closed -$261K – 1518
2025
Q2 		$261K Sell
1,927
-464
-19% -$57.9K ﹤0.01% 1067
2025
Q1 		$291K Sell
2,391
-1,080
-31% -$139K ﹤0.01% 1249
2024
Q4 		$447K Sell
3,471
-133
-4% -$17.2K ﹤0.01% 1136
2024
Q3 		$455K Buy
3,604
+189
+6% +$22.9K ﹤0.01% 1010
2024
Q2 		$407K Buy
3,415
+999
+41% +$115K ﹤0.01% 1023
2024
Q1 		$278K Sell
2,416
-725
-23% -$79.4K ﹤0.01% 1242
2023
Q4 		$330K Buy
3,141
+559
+22% +$54.7K ﹤0.01% 1344
2023
Q3 		$242K Sell
2,582
-1,142
-31% -$112K ﹤0.01% 1283
2023
Q2 		$363K Buy
3,724
+19
+0.5% +$1.75K ﹤0.01% 1270
2023
Q1 		$335K Buy
3,705
+492
+15% +$43.5K ﹤0.01% 1203
2022
Q4 		$272K Buy
+3,213
New +$274K ﹤0.01% 1217

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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jefferies Financial Group's ESGU Position: Q3 2025 in Review

Jefferies Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,927 shares — an estimated $261K sold.

Jefferies Financial Group first reported a position in ESGU in Q4 2022 and held it in 11 quarters. The position peaked at $455K in Q3 2024. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Jefferies Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 1,927 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $261K.
  • Jefferies Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 11 quarters.
  • Jefferies Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $455K in Q3 2024.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.