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

Stephens Consulting’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	–	Sell	-1,732	Closed	-$234K	–	645
2025 Q2	$234K	Hold	1,732	–	–	0.06%	91
2025 Q1	$211K	Hold	1,732	–	–	0.05%	87
2024 Q4	$223K	Hold	1,732	–	–	0.06%	89
2024 Q3	$219K	Hold	1,732	–	–	0.06%	83
2024 Q2	$207K	Hold	1,732	–	–	0.06%	81
2024 Q1	$199K	Sell	1,732 -415	-19%	-$45.5K	0.06%	83
2023 Q4	$225K	Hold	2,147	–	–	0.08%	73
2023 Q3	$202K	Hold	2,147	–	–	0.08%	75
2023 Q2	$209K	Hold	2,147	–	–	0.08%	74
2023 Q1	$194K	Hold	2,147	–	–	0.12%	80
2022 Q4	$182K	Buy	2,147 +1,501	+232%	+$128K	0.12%	77
2022 Q3	$51.3K	Buy	+646	New	+$57.2K	0.05%	173

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stephens Consulting's ESGU Position: Q3 2025 in Review

Stephens Consulting sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,732 shares — an estimated $234K sold.

Stephens Consulting first reported a position in ESGU in Q3 2022 and held it in 12 quarters. The position peaked at $234K in Q2 2025. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

Stephens Consulting reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1,732 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $234K.
Stephens Consulting first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 12 quarters.
Stephens Consulting's iShares ESG Aware MSCI USA ETF position peaked at $234K in Q2 2025.
778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.