PAWA
ESGU icon

Palo Alto Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Palo Alto Wealth Advisors’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 		$242K Buy
1,616
+4
+0.2% +$560 0.07% 59
2025
Q2 		$218K Buy
1,612
+4
+0.2% +$499 0.08% 52
2025
Q1 		$206K Buy
1,608
+4
+0.2% +$515 0.08% 52
2024
Q4 		$207K Buy
1,604
+5
+0.3% +$648 0.07% 50
2024
Q3 		$205K Buy
+1,599
New +$194K 0.08% 50

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Palo Alto Wealth Advisors's ESGU Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.25% in Q3 2025, buying an estimated $560 and bringing the position to 1,616 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #59.

Palo Alto Wealth Advisors first reported a position in ESGU in Q3 2024 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Palo Alto Wealth Advisors held 1,616 shares of iShares ESG Aware MSCI USA ETF worth $242K as of Q3 2025.
  • Palo Alto Wealth Advisors bought 4 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $560.
  • iShares ESG Aware MSCI USA ETF made up 0.07% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #59 holding.
  • Palo Alto Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 5 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.