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

Northwest Capital Management’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 		$422K Sell
2,832
-11,903
-81% -$1.76M 1.83% 15
2025
Q3 		$2.15M Sell
14,735
-8,910
-38% -$1.25M 2.26% 9
2025
Q2 		$3.2M Sell
23,645
-21,680
-48% -$2.71M 1.73% 14
2025
Q1 		$5.53M Sell
45,325
-31,762
-41% -$4.09M 2.27% 10
2024
Q4 		$9.93M Sell
77,087
-7,501
-9% -$972K 4.26% 6
2024
Q3 		$10.7M Sell
84,588
-1,992
-2% -$242K 3.85% 6
2024
Q2 		$10.3M Sell
86,580
-45,302
-34% -$5.2M 3.77% 7
2024
Q1 		$15.2M Sell
131,882
-2,303
-2% -$252K 4.85% 6
2023
Q4 		$14.1M Sell
134,185
-4,467
-3% -$437K 4.72% 6
2023
Q3 		$13M Sell
138,652
-455
-0.3% -$44.6K 5.03% 4
2023
Q2 		$13.6M Sell
139,107
-4,524
-3% -$418K 5.68% 3
2023
Q1 		$13M Sell
143,631
-1,628
-1% -$144K 6.31% 2
2022
Q4 		$12.3M Sell
145,259
-5,462
-4% -$466K 6.54% 1
2022
Q3 		$12M Sell
150,721
-10,949
-7% -$970K 6.94% 1
2022
Q2 		$13.6M Buy
161,670
+12,123
+8% +$1.11M 7.11% 3
2022
Q1 		$15.2M Buy
149,547
+7,183
+5% +$719K 7.13% 2
2021
Q4 		$14.4M Buy
142,364
+98,857
+227% +$10.4M 6.8% 2
2021
Q3 		$4.53M Buy
43,507
+10,064
+30% +$1.02M 2.35% 13
2021
Q2 		$3.37M Buy
+33,443
New +$3.2M 1.9% 14

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

Northwest Capital Management's ESGU Position: Q4 2025 in Review

Northwest Capital Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 81% in Q4 2025, selling an estimated $1.76M and leaving 2,832 shares worth $422K. The position accounts for 1.83% of the portfolio, ranked #15.

Northwest Capital Management first reported a position in ESGU in Q2 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q1 2024. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Northwest Capital Management held 2,832 shares of iShares ESG Aware MSCI USA ETF worth $422K as of Q4 2025.
  • Northwest Capital Management sold 11,903 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $1.76M.
  • iShares ESG Aware MSCI USA ETF made up 1.83% of Northwest Capital Management's portfolio in Q4 2025, its #15 holding.
  • Northwest Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
  • Northwest Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $15.2M in Q1 2024.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.