Morris Financial Concepts’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Morris Financial Concepts’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 Q4	–	Sell	-101	Closed	-$14.7K	–	195
2025 Q3	$14.7K	Buy	101 +5	+5%	+$700	0.01%	175
2025 Q2	$13K	Buy	96 +9	+10%	+$1.12K	0.01%	174
2025 Q1	$10.6K	Buy	87 +14	+19%	+$1.8K	﹤0.01%	175
2024 Q4	$9.4K	Hold	73	–	–	﹤0.01%	162
2024 Q3	$9.21K	Buy	73 +7	+11%	+$850	﹤0.01%	169
2024 Q2	$7.88K	Hold	66	–	–	﹤0.01%	139
2024 Q1	$7.59K	Buy	66 +11	+20%	+$1.21K	﹤0.01%	141
2023 Q4	$5.77K	Buy	+55	New	+$5.39K	﹤0.01%	141

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morris Financial Concepts's ESGU Position: Q4 2025 in Review

Morris Financial Concepts sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 101 shares — an estimated $14.7K sold.

Morris Financial Concepts first reported a position in ESGU in Q4 2023 and held it in 8 quarters. The position peaked at $14.7K in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Morris Financial Concepts reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
Morris Financial Concepts sold 101 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $14.7K.
Morris Financial Concepts first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 8 quarters.
Morris Financial Concepts's iShares ESG Aware MSCI USA ETF position peaked at $14.7K in Q3 2025.
833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Morris Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.