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MassMutual Private Wealth & Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MassMutual Private Wealth & Trust’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
-780
Closed -$106K – 2400
2025
Q2 		$106K Hold
780
– – ﹤0.01% 576
2025
Q1 		$95.1K Sell
780
-154
-16% -$19.8K ﹤0.01% 565
2024
Q4 		$120K Buy
+934
New +$121K ﹤0.01% 539
2023
Q1 		– Sell
-4,372
Closed -$371K – 1828
2022
Q4 		$371K Buy
4,372
+499
+13% +$42.6K 0.02% 299
2022
Q3 		$308K Sell
3,873
-254
-6% -$22.5K 0.01% 298
2022
Q2 		$346K Buy
4,127
+254
+7% +$23.2K 0.02% 293
2022
Q1 		$393K Sell
3,873
-2,158
-36% -$216K 0.01% 302
2021
Q4 		$651K Sell
6,031
-2,005
-25% -$210K 0.02% 271
2021
Q3 		$791K Buy
8,036
+1,119
+16% +$113K 0.03% 247
2021
Q2 		$681K Buy
6,917
+890
+15% +$85.1K 0.03% 259
2021
Q1 		$548K Sell
6,027
-146
-2% -$13K 0.03% 269
2020
Q4 		$531K Buy
6,173
+5,334
+636% +$433K 0.03% 271
2020
Q3 		$64K Buy
839
+600
+251% +$45.2K ﹤0.01% 399
2020
Q2 		$17K Buy
+239
New +$15.7K ﹤0.01% 488

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

MassMutual Private Wealth & Trust's ESGU Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 780 shares — an estimated $106K sold.

MassMutual Private Wealth & Trust first reported a position in ESGU in Q2 2020 and held it in 14 quarters. The position peaked at $791K in Q3 2021. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 780 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $106K.
  • MassMutual Private Wealth & Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 14 quarters.
  • MassMutual Private Wealth & Trust's iShares ESG Aware MSCI USA ETF position peaked at $791K in Q3 2021.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.