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NWAM LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NWAM LLC’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
-2,315
Closed -$339K – 635
2025
Q3 		$339K Sell
2,315
-3
-0.1% -$420 0.02% 488
2025
Q2 		$318K Buy
2,318
+624
+37% +$77.9K 0.02% 496
2025
Q1 		$206K Sell
1,694
-996
-37% -$128K 0.02% 479
2024
Q4 		$347K Sell
2,690
-46
-2% -$5.96K 0.02% 452
2024
Q3 		$345K Buy
+2,736
New +$332K 0.02% 456
2024
Q2 		– Sell
-3,579
Closed -$407K – 269
2024
Q1 		$407K Sell
3,579
-3,455
-49% -$379K 0.03% 371
2023
Q4 		$738K Sell
7,034
-330
-4% -$32.3K 0.06% 278
2023
Q3 		$692K Sell
7,364
-1,256
-15% -$123K 0.07% 248
2023
Q2 		$840K Sell
8,620
-38,336
-82% -$3.54M 0.07% 247
2023
Q1 		$4.25M Sell
46,956
-28,456
-38% -$2.52M 0.43% 56
2022
Q4 		$6.39M Sell
75,412
-25,281
-25% -$2.16M 0.57% 29
2022
Q3 		$8M Buy
100,693
+8,018
+9% +$710K 0.76% 24
2022
Q2 		$7.88M Sell
92,675
-6,600
-7% -$603K 0.73% 27
2022
Q1 		$10.1M Sell
99,275
-18,478
-16% -$1.85M 0.77% 21
2021
Q4 		$12.7M Buy
117,753
+7,065
+6% +$741K 1% 12
2021
Q3 		$10.9M Buy
110,688
+612
+0.6% +$62K 0.99% 13
2021
Q2 		$10.8M Sell
110,076
-31,121
-22% -$2.98M 1.01% 14
2021
Q1 		$12.8M Buy
141,197
+51,002
+57% +$4.53M 1.28% 9
2020
Q4 		$7.76M Buy
+90,195
New +$7.32M 0.89% 16
2020
Q3 		– Sell
-51,829
Closed -$3.63M – 294
2020
Q2 		$3.63M Buy
+51,829
New +$3.41M 0.51% 44

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

NWAM LLC's ESGU Position: Q4 2025 in Review

NWAM LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 2,315 shares — an estimated $339K sold.

NWAM LLC first reported a position in ESGU in Q2 2020 and held it in 20 quarters. The position peaked at $12.8M in Q1 2021. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • NWAM LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • NWAM LLC sold 2,315 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $339K.
  • NWAM LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 20 quarters.
  • NWAM LLC's iShares ESG Aware MSCI USA ETF position peaked at $12.8M in Q1 2021.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on NWAM LLC's 13F filing for Q4 2025, filed 4 Feb 2026.