MWM
ESGU icon

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

Maripau 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
Q3 		– Sell
-1,586
Closed -$215K – 146
2025
Q2 		$215K Sell
1,586
-705
-31% -$88K 0.11% 152
2025
Q1 		$279K Sell
2,291
-1,391
-38% -$179K 0.16% 107
2024
Q4 		$474K Buy
+3,682
New +$477K 0.28% 76
2024
Q3 		– Sell
-5,724
Closed -$683K – 70
2024
Q2 		$683K Sell
5,724
-2,513
-31% -$289K 0.47% 51
2024
Q1 		$947K Sell
8,237
-8,984
-52% -$984K 0.71% 32
2023
Q4 		$1.81M Sell
17,221
-762
-4% -$74.6K 1.57% 15
2023
Q3 		$1.69M Sell
17,983
-12,518
-41% -$1.23M 1.55% 16
2023
Q2 		$2.97M Sell
30,501
-34,040
-53% -$3.14M 2.65% 10
2023
Q1 		$5.84M Sell
64,541
-1,726
-3% -$153K 6.07% 4
2022
Q4 		$5.71M Sell
66,267
-6,512
-9% -$556K 5.94% 4
2022
Q3 		$6.24M Sell
72,779
-5,840
-7% -$517K 6.73% 2
2022
Q2 		$7.21M Sell
78,619
-22,863
-23% -$2.09M 7.79% 2
2022
Q1 		$9.73M Buy
101,482
+21,611
+27% +$2.16M 8.79% 2
2021
Q4 		$8.08M Buy
+79,871
New +$8.38M 7.65% 2

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maripau Wealth Management's ESGU Position: Q3 2025 in Review

Maripau Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,586 shares — an estimated $215K sold.

Maripau Wealth Management first reported a position in ESGU in Q4 2021 and held it in 14 quarters. The position peaked at $9.73M in Q1 2022. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Maripau Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Maripau Wealth Management sold 1,586 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $215K.
  • Maripau Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 14 quarters.
  • Maripau Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $9.73M in Q1 2022.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Maripau Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.