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

LGT Financial Advisors’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
-8
Closed -$1.17K – 287
2025
Q3 		$1.17K Hold
8
– – ﹤0.01% 352
2025
Q2 		$1.08K Hold
8
– – ﹤0.01% 387
2025
Q1 		$975 Sell
8
-53
-87% -$6.83K ﹤0.01% 271
2024
Q4 		$7.86K Sell
61
-353
-85% -$45.7K 0.02% 478
2024
Q3 		$52.2K Buy
414
+38
+10% +$4.61K 0.13% 113
2024
Q2 		$44.8K Sell
376
-2,001
-84% -$230K 0.09% 170
2024
Q1 		$273K Sell
2,377
-202
-8% -$22.1K 0.32% 64
2023
Q4 		$271K Sell
2,579
-880
-25% -$86.2K 0.33% 67
2023
Q3 		$325K Sell
3,459
-4,404
-56% -$431K 0.41% 54
2023
Q2 		$766K Buy
+7,863
New +$726K 0.82% 41
2023
Q1 		– Sell
-13,601
Closed -$1.15M – 116
2022
Q4 		$1.15M Buy
+13,601
New +$1.16M 1.36% 16

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LGT Financial Advisors's ESGU Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 8 shares — an estimated $1.17K sold.

LGT Financial Advisors first reported a position in ESGU in Q4 2022 and held it in 11 quarters. The position peaked at $1.15M in Q4 2022. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $1.17K.
  • LGT Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.15M in Q4 2022.
  • 831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.