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Nalls Sherbakoff Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Nalls Sherbakoff Group’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 		$81.9K Hold
550
– – 0.06% 160
2025
Q3 		$80.1K Hold
550
– – 0.05% 162
2025
Q2 		$74.4K Sell
550
-236
-30% -$29.5K 0.05% 165
2025
Q1 		$95.8K Buy
+786
New +$101K 0.08% 130
2023
Q4 		$82.5K Hold
786
– – 0.07% 128
2023
Q3 		$73.8K Buy
+786
New +$77K 0.07% 131

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nalls Sherbakoff Group's ESGU Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2025 at 550 shares worth $81.9K. The position accounts for 0.06% of the portfolio, ranked #160.

Nalls Sherbakoff Group first reported a position in ESGU in Q3 2023 and has held it in 6 quarters since. The position peaked at $95.8K in Q1 2025. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Nalls Sherbakoff Group held 550 shares of iShares ESG Aware MSCI USA ETF worth $81.9K as of Q4 2025.
  • Nalls Sherbakoff Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2025.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #160 holding.
  • Nalls Sherbakoff Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 6 quarters since.
  • Nalls Sherbakoff Group's iShares ESG Aware MSCI USA ETF position peaked at $95.8K in Q1 2025.
  • 831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.