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

SVB Wealth’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
-4,097
Closed -$499K – 874
2025
Q1 		$499K Hold
4,097
– – 0.02% 215
2024
Q4 		$528K Buy
+4,097
New +$531K 0.01% 413
2024
Q3 		– Sell
-2,974
Closed -$355K – 199
2024
Q2 		$355K Hold
2,974
– – 0.01% 510
2024
Q1 		$342K Sell
2,974
-2,974
-50% -$326K 0.01% 590
2023
Q4 		$624K Sell
5,948
-1,860
-24% -$182K 0.02% 426
2023
Q3 		$733K Buy
7,808
+347
+5% +$34K 0.02% 364
2023
Q2 		$727K Sell
7,461
-16
-0.2% -$1.48K 0.01% 397
2023
Q1 		$676K Buy
+7,477
New +$661K 0.01% 464

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's ESGU Position: Q2 2025 in Review

SVB Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025, closing a stake of 4,097 shares — an estimated $499K sold.

SVB Wealth first reported a position in ESGU in Q1 2023 and held it in 8 quarters. The position peaked at $733K in Q3 2023. 774 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • SVB Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 4,097 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $499K.
  • SVB Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 8 quarters.
  • SVB Wealth's iShares ESG Aware MSCI USA ETF position peaked at $733K in Q3 2023.
  • 774 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.