Lion Street Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lion Street 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 Q3	$504K	Buy	+4,785	New	+$670K	0.17%	115
2023 Q3	–	Sell	-4,978	Closed	-$525K	–	264
2023 Q2	$525K	Buy	+4,978	New	+$460K	0.18%	114
2021 Q1	–	Sell	-5,184	Closed	-$421K	–	22
2020 Q4	$421K	Buy	5,184 +1,079	+26%	+$87.6K	1.03%	23
2020 Q3	$315K	Buy	+4,105	New	+$309K	0.64%	37
2020 Q2	–	Sell	-976	Closed	-$56K	–	149
2020 Q1	$56K	Buy	+976	New	+$66.4K	0.31%	47

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lion Street Advisors's ESGU Position: Q3 2025 in Review

Lion Street Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025: 4,785 shares worth $504K. The stake represents 0.17% of the portfolio and ranks #115 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in ESGU as recently as Q2 2023.

Lion Street Advisors first reported a position in ESGU in Q1 2020 and has held it in 5 quarters since. The position peaked at $525K in Q2 2023. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Lion Street Advisors held 4,785 shares of iShares ESG Aware MSCI USA ETF worth $504K as of Q3 2025.
iShares ESG Aware MSCI USA ETF was a new Lion Street Advisors position in Q3 2025.
iShares ESG Aware MSCI USA ETF made up 0.17% of Lion Street Advisors's portfolio in Q3 2025, its #115 holding.
Lion Street Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 5 quarters since.
Lion Street Advisors's iShares ESG Aware MSCI USA ETF position peaked at $525K in Q2 2023.
778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.