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My Legacy Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

My Legacy Advisors’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 		$1.17M Sell
8,549
-982
-10% -$123K 0.42% 65
2025
Q1 		$1.16M Sell
9,531
-2,918
-23% -$376K 0.45% 59
2024
Q4 		$1.63M Sell
12,449
-362
-3% -$46.9K 0.63% 41
2024
Q3 		$1.62M Sell
12,811
-3,961
-24% -$481K 0.64% 38
2024
Q2 		$2M Sell
16,772
-3,940
-19% -$453K 0.64% 39
2024
Q1 		$2.38M Sell
20,712
-13,118
-39% -$1.44M 0.8% 32
2023
Q4 		$3.55M Buy
33,830
+597
+2% +$58.5K 1.28% 14
2023
Q3 		$3.11M Sell
33,233
-10,605
-24% -$1.04M 1.26% 13
2023
Q2 		$4.34M Buy
43,838
+1,158
+3% +$107K 1.71% 10
2023
Q1 		$3.85M Sell
42,680
-33,443
-44% -$2.96M 1.65% 9
2022
Q4 		$6.97M Buy
76,123
+14,396
+23% +$1.23M 2.97% 3
2022
Q3 		$4.9M Buy
61,727
+29,660
+92% +$2.63M 2.47% 3
2022
Q2 		$2.75M Buy
32,067
+19,853
+163% +$1.81M 1.37% 12
2022
Q1 		$1.24M Buy
+12,214
New +$1.22M 0.57% 45

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

My Legacy Advisors's ESGU Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q2 2025, selling an estimated $123K and leaving 8,549 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #65.

My Legacy Advisors first reported a position in ESGU in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.97M in Q4 2022. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • My Legacy Advisors held 8,549 shares of iShares ESG Aware MSCI USA ETF worth $1.17M as of Q2 2025.
  • My Legacy Advisors sold 982 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $123K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of My Legacy Advisors's portfolio in Q2 2025, its #65 holding.
  • My Legacy Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.97M in Q4 2022.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.