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

Lowe 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
Q3 		$181K Buy
1,243
+168
+16% +$23.5K 0.07% 61
2025
Q2 		$145K Hold
1,075
– – 0.06% 69
2025
Q1 		$131K Hold
1,075
– – 0.06% 70
2024
Q4 		$138K Hold
1,075
– – 0.06% 66
2024
Q3 		$136K Hold
1,075
– – 0.06% 65
2024
Q2 		$128K Hold
1,075
– – 0.06% 61
2024
Q1 		$124K Sell
1,075
-200
-16% -$21.9K 0.06% 66
2023
Q4 		$134K Sell
1,275
-500
-28% -$49K 0.07% 61
2023
Q3 		$167K Hold
1,775
– – 0.09% 57
2023
Q2 		$173K Sell
1,775
-50
-3% -$4.62K 0.09% 57
2023
Q1 		$165K Hold
1,825
– – 0.09% 50
2022
Q4 		$155K Hold
1,825
– – 0.09% 53
2022
Q3 		$145K Sell
1,825
-300
-14% -$26.6K 0.09% 50
2022
Q2 		$178K Hold
2,125
– – 0.1% 47
2022
Q1 		$215K Hold
2,125
– – 0.1% 48
2021
Q4 		$229K Hold
2,125
– – 0.1% 44
2021
Q3 		$209K Buy
2,125
+500
+31% +$50.7K 0.1% 46
2021
Q2 		$160K Buy
1,625
+275
+20% +$26.3K 0.08% 48
2021
Q1 		$123K Hold
1,350
– – 0.06% 53
2020
Q4 		$116K Buy
1,350
+1,050
+350% +$85.3K 0.06% 49
2020
Q3 		$23K Buy
300
+100
+50% +$7.53K 0.01% 110
2020
Q2 		$14K Buy
+200
New +$13.2K 0.01% 130

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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lowe Wealth Advisors's ESGU Position: Q3 2025 in Review

Lowe Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q3 2025, buying an estimated $23.5K and bringing the position to 1,243 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #61.

Lowe Wealth Advisors first reported a position in ESGU in Q2 2020 and has held it in 22 quarters since. The position peaked at $229K in Q4 2021. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Lowe Wealth Advisors held 1,243 shares of iShares ESG Aware MSCI USA ETF worth $181K as of Q3 2025.
  • Lowe Wealth Advisors bought 168 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $23.5K.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Lowe Wealth Advisors's portfolio in Q3 2025, its #61 holding.
  • Lowe Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 22 quarters since.
  • Lowe Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $229K in Q4 2021.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.