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Summit X LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Summit X LLC’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
-13,124
Closed -$1.78M – 77
2025
Q2 		$1.78M Buy
13,124
+360
+3% +$44.9K 0.33% 59
2025
Q1 		$1.56M Sell
12,764
-654
-5% -$84.2K 0.33% 61
2024
Q4 		$1.73M Sell
13,418
-537
-4% -$69.6K 0.38% 56
2024
Q3 		$1.66M Sell
13,955
-805
-5% -$97.7K 0.4% 48
2024
Q2 		$1.76M Sell
14,760
-613
-4% -$70.4K 0.4% 50
2024
Q1 		$1.77M Sell
15,373
-49,753
-76% -$5.45M 0.45% 47
2023
Q4 		$6.83M Buy
65,126
+305
+0.5% +$29.9K 1.94% 11
2023
Q3 		$6.09M Sell
64,821
-20,028
-24% -$1.96M 1.93% 10
2023
Q2 		$8.27M Sell
84,849
-2,541
-3% -$235K 2.01% 9
2023
Q1 		$7.9M Sell
87,390
-102,612
-54% -$9.07M 2.04% 8
2022
Q4 		$15.9M Sell
190,002
-18,464
-9% -$1.58M 4.61% 3
2022
Q3 		$16.5M Buy
208,466
+18,445
+10% +$1.63M 4.88% 3
2022
Q2 		$16M Sell
190,021
-114
-0.1% -$10.4K 4.62% 3
2022
Q1 		$19.3M Buy
190,135
+40,015
+27% +$4.01M 4.73% 3
2021
Q4 		$16.2M Buy
150,120
+1,860
+1% +$195K 3.78% 4
2021
Q3 		$14.6M Buy
148,260
+19,900
+16% +$2.02M 3.67% 4
2021
Q2 		$12.6M Sell
128,360
-1,418
-1% -$136K 3.19% 4
2021
Q1 		$11.8M Sell
129,778
-19,633
-13% -$1.75M 3.24% 4
2020
Q4 		$12.9M Buy
+149,411
New +$12.1M 3.79% 3
2020
Q2 		$9.09M Buy
129,832
+60,040
+86% +$3.95M 3.36% 3
2020
Q1 		$4.02M Buy
+69,792
New +$4.75M 1.87% 9

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit X LLC's ESGU Position: Q3 2025 in Review

Summit X LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 13,124 shares — an estimated $1.78M sold.

Summit X LLC first reported a position in ESGU in Q1 2020 and held it in 21 quarters. The position peaked at $19.3M in Q1 2022. 778 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Summit X LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 13,124 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $1.78M.
  • Summit X LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 21 quarters.
  • Summit X LLC's iShares ESG Aware MSCI USA ETF position peaked at $19.3M in Q1 2022.
  • 778 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.