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Per Stirling Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Per Stirling Capital Management’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 		– Sell
-1,904
Closed -$232K – 276
2025
Q1 		$232K Hold
1,904
– – 0.03% 241
2024
Q4 		$245K Sell
1,904
-5
-0.3% -$648 0.03% 229
2024
Q3 		$241K Sell
1,909
-91
-5% -$11.1K 0.03% 237
2024
Q2 		$239K Sell
2,000
-573
-22% -$65.8K 0.04% 221
2024
Q1 		$296K Buy
+2,573
New +$282K 0.05% 194

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
AA
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

Per Stirling Capital Management's ESGU Position: Q2 2025 in Review

Per Stirling Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 1,904 shares — an estimated $232K sold.

Per Stirling Capital Management first reported a position in ESGU in Q1 2024 and held it in 5 quarters. The position peaked at $296K in Q1 2024. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Per Stirling Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Per Stirling Capital Management sold 1,904 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $232K.
  • Per Stirling Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 5 quarters.
  • Per Stirling Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $296K in Q1 2024.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Per Stirling Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.