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ORG Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ORG Partners’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
Q1 		– Sell
-2,686
Closed -$346K – 1465
2024
Q4 		$346K Sell
2,686
-12
-0.4% -$1.55K 0.05% 237
2024
Q3 		$341K Sell
2,698
-6
-0.2% -$729 0.05% 214
2024
Q2 		$324K Buy
+2,704
New +$311K 0.04% 314
2024
Q1 		– Sell
-5,757
Closed -$605K – 705
2023
Q4 		$605K Buy
5,757
+5,435
+1,688% +$532K 0.1% 160
2023
Q3 		$30.4K Sell
322
-42,913
-99% -$4.2M 0.01% 613
2023
Q2 		$4.22M Buy
+43,235
New +$3.99M 0.69% 30

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

ORG Partners's ESGU Position: Q1 2025 in Review

ORG Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 2,686 shares — an estimated $346K sold.

ORG Partners first reported a position in ESGU in Q2 2023 and held it in 6 quarters. The position peaked at $4.22M in Q2 2023. 755 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • ORG Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 2,686 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $346K.
  • ORG Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares ESG Aware MSCI USA ETF position peaked at $4.22M in Q2 2023.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.