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

Tradition Wealth Management’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
-1,838
Closed -$237K – 448
2024
Q4 		$237K Buy
1,838
+2
+0.1% +$259 0.02% 368
2024
Q3 		$232K Buy
1,836
+2
+0.1% +$243 0.02% 369
2024
Q2 		$219K Sell
1,834
-186
-9% -$21.4K 0.02% 368
2024
Q1 		$232K Buy
+2,020
New +$221K 0.02% 345
2022
Q2 		– Sell
-107,420
Closed -$10.9M – 1098
2022
Q1 		$10.9M Buy
107,420
+5,375
+5% +$538K 1.39% 15
2021
Q4 		$11M Buy
102,045
+1,198
+1% +$126K 1.39% 17
2021
Q3 		$9.93M Buy
100,847
+13,647
+16% +$1.38M 1.41% 18
2021
Q2 		$8.59M Sell
87,200
-2,732
-3% -$261K 1.29% 18
2021
Q1 		$8.17M Buy
89,932
+3,121
+4% +$277K 1.41% 15
2020
Q4 		$7.47M Buy
+86,811
New +$7.05M 1.45% 17

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

Tradition Wealth Management's ESGU Position: Q1 2025 in Review

Tradition Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,838 shares — an estimated $237K sold.

Tradition Wealth Management first reported a position in ESGU in Q4 2020 and held it in 10 quarters. The position peaked at $11M in Q4 2021. 753 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Tradition Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Tradition Wealth Management sold 1,838 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $237K.
  • Tradition Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 10 quarters.
  • Tradition Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $11M in Q4 2021.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Tradition Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.