MATAURO’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MATAURO’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 Q2	–	Sell	-4,291	Closed	-$523K	–	140
2025 Q1	$523K	Buy	4,291 +1,140	+36%	+$147K	0.11%	85
2024 Q4	$406K	Buy	+3,151	New	+$408K	0.09%	74

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MATAURO's ESGU Position: Q2 2025 in Review

MATAURO sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 4,291 shares — an estimated $523K sold.

MATAURO first reported a position in ESGU in Q4 2024 and held it in 2 quarters. The position peaked at $523K in Q1 2025. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

MATAURO reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
MATAURO sold 4,291 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $523K.
MATAURO first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 2 quarters.
MATAURO's iShares ESG Aware MSCI USA ETF position peaked at $523K in Q1 2025.
771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on MATAURO's 13F filing for Q2 2025, filed 21 Jul 2025.