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

TritonPoint 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
Q4 		– Sell
-2,678
Closed -$390K – 298
2025
Q3 		$390K Hold
2,678
– – 0.03% 256
2025
Q2 		$362K Hold
2,678
– – 0.03% 259
2025
Q1 		$326K Hold
2,678
– – 0.03% 265
2024
Q4 		$345K Hold
2,678
– – 0.03% 252
2024
Q3 		$337K Hold
2,678
– – 0.03% 250
2024
Q2 		$320K Hold
2,678
– – 0.03% 249
2024
Q1 		$370K Sell
2,678
-850
-24% -$93.1K 0.04% 236
2023
Q4 		$370K Buy
+3,528
New +$346K 0.04% 245

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
TIAA Trust, National Association
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TritonPoint Wealth's ESGU Position: Q4 2025 in Review

TritonPoint Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025, closing a stake of 2,678 shares — an estimated $390K sold.

TritonPoint Wealth first reported a position in ESGU in Q4 2023 and held it in 8 quarters. The position peaked at $390K in Q3 2025. 831 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

  • TritonPoint Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 2,678 iShares ESG Aware MSCI USA ETF shares in Q4 2025, an estimated $390K.
  • TritonPoint Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's iShares ESG Aware MSCI USA ETF position peaked at $390K in Q3 2025.
  • 831 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.