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Kathleen S. Wright Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kathleen S. Wright Associates’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 		$14.4K Hold
99
– – 0.01% 198
2025
Q2 		$13.4K Buy
+99
New +$12.4K 0.01% 208

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kathleen S. Wright Associates's ESGU Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2025 at 99 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #198.

Kathleen S. Wright Associates first reported a position in ESGU in Q2 2025 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Kathleen S. Wright Associates held 99 shares of iShares ESG Aware MSCI USA ETF worth $14.4K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2025.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #198 holding.
  • Kathleen S. Wright Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.