Obsidian Personal Planning Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Obsidian Personal Planning Solutions’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	$204K	Sell	1,365 -164	-11%	-$23K	0.07%	118
2025 Q2	$207K	Buy	+1,529	New	+$191K	0.08%	109
2025 Q1	–	Sell	-1,562	Closed	-$207K	–	108
2024 Q4	$207K	Sell	1,562 -53	-3%	-$6.87K	0.1%	101
2024 Q3	$201K	Sell	1,615 -82	-5%	-$9.96K	0.11%	99
2024 Q2	$202K	Buy	+1,697	New	+$195K	0.12%	97
2024 Q1	–	Sell	-1,989	Closed	-$209K	–	103
2023 Q4	$209K	Sell	1,989 -297	-13%	-$29.1K	0.16%	78
2023 Q3	$215K	Sell	2,286 -222	-9%	-$21.7K	0.18%	72
2023 Q2	$244K	Buy	+2,508	New	+$232K	0.3%	58

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Obsidian Personal Planning Solutions's ESGU Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 11% in Q3 2025, selling an estimated $23K and leaving 1,365 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #118.

Obsidian Personal Planning Solutions first reported a position in ESGU in Q2 2023 and has held it in 8 quarters since. The position peaked at $244K in Q2 2023. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Obsidian Personal Planning Solutions held 1,365 shares of iShares ESG Aware MSCI USA ETF worth $204K as of Q3 2025.
Obsidian Personal Planning Solutions sold 164 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $23K.
iShares ESG Aware MSCI USA ETF made up 0.07% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #118 holding.
Obsidian Personal Planning Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and has held it in 8 quarters since.
Obsidian Personal Planning Solutions's iShares ESG Aware MSCI USA ETF position peaked at $244K in Q2 2023.
775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.