Oliver Lagore Vanvalin Investment Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$51.2K	Buy	+420	New	+$52.4K	0.02%	248
2024 Q4	$46.9K	Sell	364 -59	-14%	-$7.64K	0.01%	255
2024 Q3	$53.4K	Sell	423 -1	-0.2%	-$121	0.01%	240
2024 Q2	$50.6K	Sell	424 -90	-18%	-$10.3K	0.01%	238
2024 Q1	$59.1K	Sell	514 -977	-66%	-$107K	0.02%	231
2023 Q4	$156K	Buy	1,491 +66	+5%	+$6.46K	0.06%	122
2023 Q3	$134K	Sell	1,425 -2,552	-64%	-$250K	0.05%	141
2023 Q2	$388K	Sell	3,977 -153	-4%	-$14.1K	0.14%	98
2023 Q1	$374K	Sell	4,130 -6,656	-62%	-$589K	0.16%	67
2022 Q4	$914K	Sell	10,786 -9,019	-46%	-$769K	0.52%	36
2022 Q3	$1.57M	Sell	19,805 -2,645	-12%	-$234K	1.01%	19
2022 Q2	$1.88M	Sell	22,450 -3,378	-13%	-$309K	1.1%	19
2022 Q1	$2.65M	Sell	25,828 -161,232	-86%	-$16.1M	1.78%	13
2021 Q4	$20.2M	Buy	+187,060	New	+$19.6M	1.45%	13

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's ESGU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025: 420 shares worth $51.2K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ESGU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ESGU in Q4 2021 and has held it in 14 quarters since. The position peaked at $20.2M in Q4 2021. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 420 shares of iShares ESG Aware MSCI USA ETF worth $51.2K as of Q2 2025.
iShares ESG Aware MSCI USA ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares ESG Aware MSCI USA ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #248 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares ESG Aware MSCI USA ETF position peaked at $20.2M in Q4 2021.
771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.