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

Money Design’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	$13.3M	Buy	98,591 +57	+0.1%	+$7.12K	0.62%	29
2025 Q1	$12M	Sell	98,534 -42,234	-30%	-$5.44M	0.6%	31
2024 Q4	$18.2M	Sell	140,768 -3,636	-3%	-$471K	0.93%	28
2024 Q3	$18.2M	Sell	144,404 -1,451	-1%	-$176K	0.91%	27
2024 Q2	$17.4M	Sell	145,855 -21,481	-13%	-$2.47M	0.94%	26
2024 Q1	$19.2M	Sell	167,336 -7,342	-4%	-$804K	1.05%	25
2023 Q4	$18.3M	Sell	174,678 -17,934	-9%	-$1.76M	1.03%	26
2023 Q3	$18.1M	Sell	192,612 -9,603	-5%	-$940K	1.1%	26
2023 Q2	$19.7M	Sell	202,215 -5,718	-3%	-$528K	1.17%	25
2023 Q1	$18.8M	Buy	207,933 +26,290	+14%	+$2.32M	1.11%	27
2022 Q4	$15.4M	Buy	181,643 +26,230	+17%	+$2.24M	0.96%	37
2022 Q3	$12.3M	Buy	155,413 +67,084	+76%	+$5.94M	0.87%	39
2022 Q2	$7.41M	Buy	88,329 +59,360	+205%	+$5.42M	0.55%	51
2022 Q1	$2.94M	Buy	28,969 +4,078	+16%	+$408K	0.2%	68
2021 Q4	$2.69M	Buy	+24,891	New	+$2.61M	0.18%	67

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

Money Design's ESGU Position: Q2 2025 in Review

Money Design increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.06% in Q2 2025, buying an estimated $7.12K and bringing the position to 98,591 shares worth $13.3M. The position accounts for 0.62% of the portfolio, ranked #29.

Money Design first reported a position in ESGU in Q4 2021 and has held it in 15 quarters since. The position peaked at $19.7M in Q2 2023. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Money Design held 98,591 shares of iShares ESG Aware MSCI USA ETF worth $13.3M as of Q2 2025.
Money Design bought 57 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $7.12K.
iShares ESG Aware MSCI USA ETF made up 0.62% of Money Design's portfolio in Q2 2025, its #29 holding.
Money Design first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 15 quarters since.
Money Design's iShares ESG Aware MSCI USA ETF position peaked at $19.7M in Q2 2023.
772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.