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Redwood Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Redwood Investment 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
Q4 		– Sell
-2,300
Closed -$335K – 315
2025
Q3 		$335K Buy
2,300
+73
+3% +$10.2K 0.04% 255
2025
Q2 		$301K Buy
2,227
+499
+29% +$62.3K 0.03% 263
2025
Q1 		$211K Sell
1,728
-103
-6% -$13.3K 0.02% 280
2024
Q4 		$236K Buy
1,831
+56
+3% +$7.25K 0.02% 310
2024
Q3 		$225K Sell
1,775
-117
-6% -$14.2K 0.02% 306
2024
Q2 		$226K Sell
1,892
-6,134
-76% -$705K 0.02% 319
2024
Q1 		$923K Buy
8,026
+1,932
+32% +$212K 0.09% 238
2023
Q4 		$639K Buy
6,094
+749
+14% +$73.4K 0.06% 244
2023
Q3 		$502K Buy
+5,345
New +$523K 0.04% 270
2022
Q2 		– Sell
-4,284
Closed -$434K – 257
2022
Q1 		$434K Buy
4,284
+47
+1% +$4.71K 0.06% 192
2021
Q4 		$457K Sell
4,237
-235
-5% -$24.7K 0.06% 229
2021
Q3 		$440K Buy
4,472
+1,777
+66% +$180K 0.06% 241
2021
Q2 		$265K Buy
2,695
+193
+8% +$18.5K 0.04% 246
2021
Q1 		$227K Buy
+2,502
New +$222K 0.04% 244

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

Redwood Investment Management's ESGU Position: Q4 2025 in Review

Redwood Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 2,300 shares — an estimated $335K sold.

Redwood Investment Management first reported a position in ESGU in Q1 2021 and held it in 14 quarters. The position peaked at $923K in Q1 2024. 833 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Redwood Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Redwood Investment Management sold 2,300 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $335K.
  • Redwood Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 14 quarters.
  • Redwood Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $923K in Q1 2024.
  • 833 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.