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Sensible Financial Planning & Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sensible Financial Planning & 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
Q3 		$2.95M Buy
20,227
+1,833
+10% +$257K 0.53% 22
2025
Q2 		$2.49M Buy
18,394
+6,680
+57% +$834K 0.47% 23
2025
Q1 		$1.43M Buy
11,714
+99
+0.9% +$12.7K 0.29% 27
2024
Q4 		$1.5M Buy
11,615
+2,845
+32% +$369K 0.31% 26
2024
Q3 		$1.11M Buy
+8,770
New +$1.06M 0.22% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sensible Financial Planning & Management's ESGU Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q3 2025, buying an estimated $257K and bringing the position to 20,227 shares worth $2.95M. The position accounts for 0.53% of the portfolio, ranked #22.

Sensible Financial Planning & Management first reported a position in ESGU in Q3 2024 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Sensible Financial Planning & Management held 20,227 shares of iShares ESG Aware MSCI USA ETF worth $2.95M as of Q3 2025.
  • Sensible Financial Planning & Management bought 1,833 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $257K.
  • iShares ESG Aware MSCI USA ETF made up 0.53% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #22 holding.
  • Sensible Financial Planning & Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.