PA
ESGU icon

Parkside Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Parkside 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
Q2 		$9.59M Buy
70,855
+1,454
+2% +$182K 2.11% 14
2025
Q1 		$8.46M Sell
69,401
-581
-0.8% -$74.8K 2.04% 14
2024
Q4 		$9.02M Sell
69,982
-1,336
-2% -$173K 2.12% 14
2024
Q3 		$9M Sell
71,318
-441
-0.6% -$53.5K 2.14% 14
2024
Q2 		$8.56M Buy
71,759
+401
+0.6% +$46.1K 2.19% 14
2024
Q1 		$8.2M Buy
71,358
+776
+1% +$85K 2.11% 13
2023
Q4 		$7.41M Buy
70,582
+115
+0.2% +$11.3K 2.05% 15
2023
Q3 		$6.65M Sell
70,467
-824
-1% -$80.7K 2.06% 16
2023
Q2 		$6.95M Buy
71,291
+18,737
+36% +$1.73M 2.15% 14
2023
Q1 		$4.75M Buy
52,554
+5,024
+11% +$444K 1.57% 14
2022
Q4 		$4.03M Buy
47,530
+2,940
+7% +$251K 1.41% 15
2022
Q3 		$3.54M Sell
44,590
-10,860
-20% -$962K 1.35% 16
2022
Q2 		$4.65M Buy
55,450
+789
+1% +$72.1K 1.68% 14
2022
Q1 		$5.54M Buy
54,661
+972
+2% +$97.4K 1.75% 13
2021
Q4 		$5.79M Sell
53,689
-1,844
-3% -$193K 1.76% 16
2021
Q3 		$5.47M Buy
55,533
+3,346
+6% +$339K 1.71% 15
2021
Q2 		$5.14M Buy
52,187
+11,468
+28% +$1.1M 1.64% 15
2021
Q1 		$3.7M Buy
40,719
+7,708
+23% +$685K 1.28% 18
2020
Q4 		$2.84M Buy
33,011
+8,610
+35% +$699K 1.06% 20
2020
Q3 		$1.86M Buy
24,401
+15,891
+187% +$1.2M 0.82% 21
2020
Q2 		$596K Buy
8,510
+1,870
+28% +$123K 0.28% 30
2020
Q1 		$382K Buy
6,640
+3,712
+127% +$253K 0.21% 37
2019
Q4 		$209K Buy
+2,928
New +$199K 0.09% 67

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkside Advisors's ESGU Position: Q2 2025 in Review

Parkside Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.1% in Q2 2025, buying an estimated $182K and bringing the position to 70,855 shares worth $9.59M. The position accounts for 2.11% of the portfolio, ranked #14.

Parkside Advisors first reported a position in ESGU in Q4 2019 and has held it in 23 quarters since. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Parkside Advisors held 70,855 shares of iShares ESG Aware MSCI USA ETF worth $9.59M as of Q2 2025.
  • Parkside Advisors bought 1,454 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $182K.
  • iShares ESG Aware MSCI USA ETF made up 2.11% of Parkside Advisors's portfolio in Q2 2025, its #14 holding.
  • Parkside Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 23 quarters since.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.