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NewSquare Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-822
Closed -$111K – 512
2025
Q2 		$111K Hold
822
– – 0.01% 208
2025
Q1 		$100K Buy
822
+95
+13% +$12.2K 0.01% 195
2024
Q4 		$93.7K Sell
727
-41
-5% -$5.31K 0.01% 176
2024
Q3 		$96.9K Buy
768
+58
+8% +$7.04K 0.01% 158
2024
Q2 		$84.7K Sell
710
-23
-3% -$2.64K 0.01% 157
2024
Q1 		$84.3K Buy
733
+253
+53% +$27.7K 0.01% 162
2023
Q4 		$50.4K Sell
480
-52
-10% -$5.09K ﹤0.01% 191
2023
Q3 		$50K Sell
532
-82
-13% -$8.03K 0.01% 195
2023
Q2 		$59.8K Buy
614
+46
+8% +$4.25K 0.01% 189
2023
Q1 		$51.4K Buy
568
+78
+16% +$6.9K 0.01% 190
2022
Q4 		$41.5K Sell
490
-97
-17% -$8.28K 0.01% 182
2022
Q3 		$47K Buy
587
+72
+14% +$6.38K 0.01% 178
2022
Q2 		$43K Sell
515
-55
-10% -$5.02K 0.01% 195
2022
Q1 		$58K Hold
570
– – 0.01% 196
2021
Q4 		$62K Sell
570
-5
-0.9% -$525 0.01% 195
2021
Q3 		$57K Sell
575
-5
-0.9% -$507 0.01% 195
2021
Q2 		$57K Sell
580
-20
-3% -$1.91K 0.01% 190
2021
Q1 		$55K Sell
600
-225
-27% -$20K 0.01% 174
2020
Q4 		$71K Hold
825
– – 0.01% 170
2020
Q3 		$63K Sell
825
-210
-20% -$15.8K 0.01% 160
2020
Q2 		$72K Buy
1,035
+250
+32% +$16.5K 0.01% 156
2020
Q1 		$45K Buy
+785
New +$53.4K 0.01% 180

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NewSquare Capital's ESGU Position: Q3 2025 in Review

NewSquare Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 822 shares — an estimated $111K sold.

NewSquare Capital first reported a position in ESGU in Q1 2020 and held it in 22 quarters. The position peaked at $111K in Q2 2025. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • NewSquare Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 822 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $111K.
  • NewSquare Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 22 quarters.
  • NewSquare Capital's iShares ESG Aware MSCI USA ETF position peaked at $111K in Q2 2025.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.