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Litman Gregory Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Litman Gregory 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
Q4 		$285K Sell
1,914
-1,510
-44% -$223K 0.02% 126
2025
Q3 		$499K Hold
3,424
– – 0.04% 98
2025
Q2 		$463K Buy
3,424
+231
+7% +$28.8K 0.04% 95
2025
Q1 		$389K Buy
3,193
+95
+3% +$12.2K 0.03% 103
2024
Q4 		$399K Buy
3,098
+70
+2% +$9.07K 0.03% 96
2024
Q3 		$382K Buy
3,028
+35
+1% +$4.25K 0.03% 104
2024
Q2 		$357K Sell
2,993
-467
-13% -$53.6K 0.03% 104
2024
Q1 		$398K Buy
3,460
+63
+2% +$6.9K 0.04% 99
2023
Q4 		$356K Sell
3,397
-236
-6% -$23.1K 0.03% 100
2023
Q3 		$341K Hold
3,633
– – 0.04% 99
2023
Q2 		$354K Buy
+3,633
New +$335K 0.04% 66
2023
Q1 		– Sell
-3,548
Closed -$301K – 54
2022
Q4 		$301K Hold
3,548
– – 0.04% 68
2022
Q3 		$282K Hold
3,548
– – 0.05% 63
2022
Q2 		$298K Buy
+3,548
New +$324K 0.04% 76

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
Acorns Advisers
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

Litman Gregory Wealth Management's ESGU Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 44% in Q4 2025, selling an estimated $223K and leaving 1,914 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #126.

Litman Gregory Wealth Management first reported a position in ESGU in Q2 2022 and has held it in 14 quarters since. The position peaked at $499K in Q3 2025. 837 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Litman Gregory Wealth Management held 1,914 shares of iShares ESG Aware MSCI USA ETF worth $285K as of Q4 2025.
  • Litman Gregory Wealth Management sold 1,510 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $223K.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #126 holding.
  • Litman Gregory Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 14 quarters since.
  • Litman Gregory Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $499K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.