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Prosperity Consulting Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prosperity Consulting Group’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
Q4 		– Sell
-1,640
Closed -$239K – 510
2025
Q3 		$239K Buy
+1,640
New +$230K 0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prosperity Consulting Group's ESGU Position: Q4 2025 in Review

Prosperity Consulting Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 1,640 shares — an estimated $239K sold.

Prosperity Consulting Group first reported a position in ESGU in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Prosperity Consulting Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 1,640 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $239K.
  • Prosperity Consulting Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2025 and held it in 1 quarter.
  • Prosperity Consulting Group's iShares ESG Aware MSCI USA ETF position peaked at $239K in Q3 2025.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Prosperity Consulting Group's 13F filing for Q4 2025, filed 17 Feb 2026.