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

JSF Financial’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 Q2	–	Sell	-5,777	Closed	-$704K	–	131
2025 Q1	$704K	Sell	5,777 -814	-12%	-$105K	0.19%	75
2024 Q4	$849K	Sell	6,591 -292	-4%	-$37.8K	0.23%	66
2024 Q3	$868K	Buy	6,883 +458	+7%	+$55.6K	0.25%	60
2024 Q2	$767K	Buy	6,425 +1,025	+19%	+$118K	0.23%	60
2024 Q1	$621K	Buy	5,400 +2,541	+89%	+$278K	0.19%	67
2023 Q4	$300K	Buy	2,859 +291	+11%	+$28.5K	0.1%	85
2023 Q3	$241K	Buy	+2,568	New	+$252K	0.09%	91
2023 Q2	–	Sell	-2,739	Closed	-$248K	–	111
2023 Q1	$248K	Sell	2,739 -16	-0.6%	-$1.42K	0.09%	102
2022 Q4	$233K	Buy	2,755 +131	+5%	+$11.2K	0.09%	100
2022 Q3	$208K	Buy	+2,624	New	+$232K	0.08%	96

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JSF Financial's ESGU Position: Q2 2025 in Review

JSF Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 5,777 shares — an estimated $704K sold.

JSF Financial first reported a position in ESGU in Q3 2022 and held it in 10 quarters. The position peaked at $868K in Q3 2024. 773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

JSF Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
JSF Financial sold 5,777 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $704K.
JSF Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 10 quarters.
JSF Financial's iShares ESG Aware MSCI USA ETF position peaked at $868K in Q3 2024.
773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on JSF Financial's 13F filing for Q2 2025, filed 22 Jul 2025.