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

Old Mission 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
Q4 		– Sell
-29,834
Closed -$4.34M – 1093
2025
Q3 		$4.34M Buy
+29,834
New +$4.18M 0.09% 137
2025
Q1 		– Sell
-19,866
Closed -$2.56M – 1006
2024
Q4 		$2.56M Sell
19,866
-42,534
-68% -$5.51M 0.04% 179
2024
Q3 		$7.87M Buy
+62,400
New +$7.58M 0.11% 138
2024
Q2 		– Sell
-96,445
Closed -$11.1M – 1404
2024
Q1 		$11.1M Buy
+96,445
New +$10.6M 0.19% 101
2023
Q1 		– Sell
-18,700
Closed -$1.58M – 1515
2022
Q4 		$1.58M Sell
18,700
-12,400
-40% -$1.06M 0.04% 371
2022
Q3 		$2.47M Buy
31,100
+18,600
+149% +$1.65M 0.08% 194
2022
Q2 		$1.05M Buy
+12,500
New +$1.14M 0.03% 533
2021
Q4 		– Sell
-2,476
Closed -$244K – 1089
2021
Q3 		$244K Buy
+2,476
New +$251K 0.01% 763

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

Old Mission Capital's ESGU Position: Q4 2025 in Review

Old Mission Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 29,834 shares — an estimated $4.34M sold.

Old Mission Capital first reported a position in ESGU in Q3 2021 and held it in 8 quarters. The position peaked at $11.1M in Q1 2024. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Old Mission Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 29,834 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $4.34M.
  • Old Mission Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 8 quarters.
  • Old Mission Capital's iShares ESG Aware MSCI USA ETF position peaked at $11.1M in Q1 2024.
  • 830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.