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

Smallwood Wealth 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
-22
Closed -$3.2K – 527
2025
Q3 		$3.2K Hold
22
– – ﹤0.01% 373
2025
Q2 		$2.98K Hold
22
– – ﹤0.01% 380
2025
Q1 		$2.68K Buy
+22
New +$2.83K ﹤0.01% 369

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 $1.81T 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 $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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Smallwood Wealth Investment Management's ESGU Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 22 shares — an estimated $3.2K sold.

Smallwood Wealth Investment Management first reported a position in ESGU in Q1 2025 and held it in 3 quarters. The position peaked at $3.2K in Q3 2025. 832 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 22 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $3.2K.
  • Smallwood Wealth Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $3.2K in Q3 2025.
  • 832 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.