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Stratos Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-8,314
Closed -$1.07M – 690
2024
Q4 		$1.07M Buy
8,314
+50
+0.6% +$6.48K 0.05% 320
2024
Q3 		$1.04M Sell
8,264
-1,089
-12% -$132K 0.05% 344
2024
Q2 		$1.12M Sell
9,353
-352
-4% -$40.4K 0.06% 313
2024
Q1 		$1.12M Sell
9,705
-10,416
-52% -$1.14M 0.07% 308
2023
Q4 		$2.11M Buy
20,121
+1,018
+5% +$99.7K 0.12% 215
2023
Q3 		$1.79M Sell
19,103
-10,301
-35% -$1.01M 0.12% 215
2023
Q2 		$2.87M Buy
29,404
+4,168
+17% +$385K 0.2% 136
2023
Q1 		$2.28M Sell
25,236
-23,951
-49% -$2.12M 0.18% 161
2022
Q4 		$4.17M Sell
49,187
-6,628
-12% -$565K 0.35% 81
2022
Q3 		$4.43M Sell
55,815
-68,120
-55% -$6.03M 0.47% 47
2022
Q2 		$10.4M Sell
123,935
-32,408
-21% -$2.96M 0.94% 14
2022
Q1 		$15.8M Buy
156,343
+12,515
+9% +$1.25M 1.29% 7
2021
Q4 		$15.5M Buy
143,828
+28,654
+25% +$3.01M 1.12% 11
2021
Q3 		$11.3M Buy
115,174
+10,529
+10% +$1.07M 0.97% 12
2021
Q2 		$10.3M Buy
104,645
+38,082
+57% +$3.64M 0.91% 15
2021
Q1 		$6.05M Buy
66,563
+3,574
+6% +$318K 0.64% 27
2020
Q4 		$5.42M Buy
62,989
+31,366
+99% +$2.55M 0.75% 27
2020
Q3 		$2.41M Buy
31,623
+10,868
+52% +$819K 0.59% 46
2020
Q2 		$1.45M Buy
20,755
+20,324
+4,716% +$1.34M 0.45% 63
2020
Q1 		$25K Buy
+431
New +$29.3K 0.02% 208

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Stratos Wealth Advisors's ESGU Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 8,314 shares — an estimated $1.07M sold.

Stratos Wealth Advisors first reported a position in ESGU in Q1 2020 and held it in 20 quarters. The position peaked at $15.8M in Q1 2022. 752 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 8,314 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $1.07M.
  • Stratos Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 20 quarters.
  • Stratos Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $15.8M in Q1 2022.
  • 752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.