Kovitz Investment Group Partners
ESGU icon

Kovitz Investment Group Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-9,579
Closed -$1.39M – 718
2025
Q3 		$1.39M Sell
9,579
-188
-2% -$26.3K 0.01% 752
2025
Q2 		$1.32M Sell
9,767
-586
-6% -$73.2K 0.01% 732
2025
Q1 		$1.26M Sell
10,353
-456
-4% -$58.7K 0.01% 683
2024
Q4 		$1.39M Buy
10,809
+366
+4% +$47.4K 0.01% 644
2024
Q3 		$875K Buy
+10,443
New +$1.27M 0.01% 652

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kovitz Investment Group Partners's ESGU Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 9,579 shares — an estimated $1.39M sold.

Kovitz Investment Group Partners first reported a position in ESGU in Q3 2024 and held it in 5 quarters. The position peaked at $1.39M in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,579 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $1.39M.
  • Kovitz Investment Group Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.39M in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.