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Stonebridge Financial Group (Pennsylvania)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-625
Closed -$76.2K – 449
2025
Q1 		$76.2K Hold
625
– – 0.01% 327
2024
Q4 		$80.5K Buy
+625
New +$81K 0.01% 321

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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

Stonebridge Financial Group (Pennsylvania)'s ESGU Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 625 shares — an estimated $76.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ESGU in Q4 2024 and held it in 2 quarters. The position peaked at $80.5K in Q4 2024. 771 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 625 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $76.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares ESG Aware MSCI USA ETF position peaked at $80.5K in Q4 2024.
  • 771 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.