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

MJP Associates’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
Q1 		– Sell
-1,917
Closed -$247K – 235
2024
Q4 		$247K Sell
1,917
-2
-0.1% -$259 0.04% 193
2024
Q3 		$242K Buy
1,919
+33
+2% +$4.01K 0.05% 179
2024
Q2 		$225K Buy
+1,886
New +$217K 0.05% 205

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MJP Associates's ESGU Position: Q1 2025 in Review

MJP Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,917 shares — an estimated $247K sold.

MJP Associates first reported a position in ESGU in Q2 2024 and held it in 3 quarters. The position peaked at $247K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • MJP Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • MJP Associates sold 1,917 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $247K.
  • MJP Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and held it in 3 quarters.
  • MJP Associates's iShares ESG Aware MSCI USA ETF position peaked at $247K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on MJP Associates's 13F filing for Q1 2025, filed 30 Apr 2025.