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

PrairieView 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 Q2	$72K	Buy	534 +77	+17%	+$9.61K	0.01%	175
2025 Q1	$55K	Buy	457 +2	+0.4%	+$258	0.01%	186
2024 Q4	$58K	Buy	455 +164	+56%	+$21.2K	0.01%	185
2024 Q3	$36K	Hold	291	–	–	﹤0.01%	215
2024 Q2	$34K	Hold	291	–	–	﹤0.01%	228
2024 Q1	$34K	Hold	291	–	–	﹤0.01%	209
2023 Q4	$31K	Hold	291	–	–	﹤0.01%	207
2023 Q3	$27K	Sell	291 -34	-10%	-$3.33K	﹤0.01%	212
2023 Q2	$31K	Buy	325 +34	+12%	+$3.14K	﹤0.01%	232
2023 Q1	$26K	Hold	291	–	–	﹤0.01%	230
2022 Q4	$24K	Hold	291	–	–	﹤0.01%	244
2022 Q3	$23K	Buy	291 +103	+55%	+$9.12K	﹤0.01%	238
2022 Q2	$16K	Sell	188 -2,250	-92%	-$206K	﹤0.01%	285
2022 Q1	$247K	Hold	2,438	–	–	0.04%	96
2021 Q4	$263K	Hold	2,438	–	–	0.04%	91
2021 Q3	$240K	Buy	2,438 +208	+9%	+$21.1K	0.04%	86
2021 Q2	$220K	Buy	2,230 +2,164	+3,279%	+$207K	0.03%	88
2021 Q1	$6K	Buy	+66	New	+$5.87K	﹤0.01%	303

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

PrairieView Partners's ESGU Position: Q2 2025 in Review

PrairieView Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 17% in Q2 2025, buying an estimated $9.61K and bringing the position to 534 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #175.

PrairieView Partners first reported a position in ESGU in Q1 2021 and has held it in 18 quarters since. The position peaked at $263K in Q4 2021. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

PrairieView Partners held 534 shares of iShares ESG Aware MSCI USA ETF worth $72K as of Q2 2025.
PrairieView Partners bought 77 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $9.61K.
iShares ESG Aware MSCI USA ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #175 holding.
PrairieView Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 18 quarters since.
PrairieView Partners's iShares ESG Aware MSCI USA ETF position peaked at $263K in Q4 2021.
771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.