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Laird Norton Wetherby Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Laird Norton Wetherby Wealth Management’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 		$5.16M Buy
35,437
+25
+0.1% +$3.5K 0.21% 75
2025
Q2 		$4.79M Buy
+35,412
New +$4.42M 0.21% 77
2024
Q4 		$4.56M Buy
35,405
+80
+0.2% +$10.4K 0.22% 73
2024
Q3 		$4.46M Buy
35,325
+28
+0.1% +$3.4K 0.2% 83
2024
Q2 		$4.21M Buy
35,297
+6
+0% +$689 0.2% 79
2024
Q1 		$4.06M Hold
35,291
– – 0.19% 93
2023
Q4 		$3.7M Sell
35,291
-43,250
-55% -$4.24M 0.19% 97
2023
Q3 		$7.38M Hold
78,541
– – 0.42% 37
2023
Q2 		$7.65M Hold
78,541
– – 0.41% 39
2023
Q1 		$7.1M Sell
78,541
-4,507
-5% -$399K 0.42% 40
2022
Q4 		$7.04M Buy
83,048
+123
+0.1% +$10.5K 0.45% 34
2022
Q3 		$6.58M Buy
82,925
+32,367
+64% +$2.87M 0.46% 33
2022
Q2 		$4.24M Hold
50,558
– – 0.29% 58
2022
Q1 		$5.12M Buy
50,558
+7,011
+16% +$702K 0.29% 55
2021
Q4 		$4.7M Buy
43,547
+31
+0.1% +$3.25K 0.26% 66
2021
Q3 		$4.29M Buy
43,516
+27
+0.1% +$2.74K 0.26% 66
2021
Q2 		$4.28M Buy
+43,489
New +$4.16M 0.26% 69
2021
Q1 		– Sell
-43,489
Closed -$3.74M – 816
2020
Q4 		$3.74M Buy
+43,489
New +$3.53M 0.25% 71

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

Laird Norton Wetherby Wealth Management's ESGU Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.07% in Q3 2025, buying an estimated $3.5K and bringing the position to 35,437 shares worth $5.16M. The position accounts for 0.21% of the portfolio, ranked #75.

Laird Norton Wetherby Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 18 quarters since. The position peaked at $7.65M in Q2 2023. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 35,437 shares of iShares ESG Aware MSCI USA ETF worth $5.16M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 25 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $3.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.21% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #75 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 18 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $7.65M in Q2 2023.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.