LRWA
ESGU icon

Long Run Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Long Run Wealth 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 		$5.24M Buy
35,182
+16
+0% +$2.37K 0.99% 28
2025
Q3 		$5.12M Sell
35,166
-2,223
-6% -$311K 1.01% 27
2025
Q2 		$5.06M Sell
37,389
-2,279
-6% -$285K 1.06% 26
2025
Q1 		$4.84M Buy
39,668
+15
+0% +$1.93K 1.1% 26
2024
Q4 		$5.11M Sell
39,653
-2,468
-6% -$320K 1.22% 21
2024
Q3 		$5.31M Sell
42,121
-481
-1% -$58.4K 1.25% 21
2024
Q2 		$5.08M Sell
42,602
-9,533
-18% -$1.09M 1.29% 20
2024
Q1 		$5.99M Sell
52,135
-1,833
-3% -$201K 1.58% 16
2023
Q4 		$5.66M Sell
53,968
-2,733
-5% -$268K 1.64% 14
2023
Q3 		$5.32M Sell
56,701
-3,633
-6% -$356K 1.73% 15
2023
Q2 		$5.88M Sell
60,334
-1,831
-3% -$169K 1.88% 15
2023
Q1 		$5.62M Sell
62,165
-717
-1% -$63.4K 1.91% 15
2022
Q4 		$5.33M Buy
62,882
+7,733
+14% +$660K 1.92% 14
2022
Q3 		$4.38M Buy
55,149
+1,135
+2% +$101K 1.73% 18
2022
Q2 		$4.53M Buy
54,014
+3,303
+7% +$302K 1.76% 17
2022
Q1 		$5.14M Buy
50,711
+1,809
+4% +$181K 1.8% 17
2021
Q4 		$5.28M Buy
+48,902
New +$5.13M 1.83% 15

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

Long Run Wealth Advisors's ESGU Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.05% in Q4 2025, buying an estimated $2.37K and bringing the position to 35,182 shares worth $5.24M. The position accounts for 0.99% of the portfolio, ranked #28.

Long Run Wealth Advisors first reported a position in ESGU in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.99M in Q1 2024. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Long Run Wealth Advisors held 35,182 shares of iShares ESG Aware MSCI USA ETF worth $5.24M as of Q4 2025.
  • Long Run Wealth Advisors bought 16 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $2.37K.
  • iShares ESG Aware MSCI USA ETF made up 0.99% of Long Run Wealth Advisors's portfolio in Q4 2025, its #28 holding.
  • Long Run Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $5.99M in Q1 2024.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.