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Richards, Merrill & Peterson’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Richards, Merrill & Peterson’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
-190
Closed -$23.2K – 285
2025
Q1 		$23.2K Hold
190
– – 0.01% 333
2024
Q4 		$24.5K Buy
+190
New +$24.6K 0.01% 318

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's ESGU Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 190 shares — an estimated $23.2K sold.

Richards, Merrill & Peterson first reported a position in ESGU in Q4 2024 and held it in 2 quarters. The position peaked at $24.5K in Q4 2024. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 190 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $23.2K.
  • Richards, Merrill & Peterson first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares ESG Aware MSCI USA ETF position peaked at $24.5K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.