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True Vision MN’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

True Vision MN’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
-5,331
Closed -$687K – 108
2024
Q4 		$687K Buy
5,331
+398
+8% +$51.6K 0.41% 48
2024
Q3 		$622K Buy
4,933
+140
+3% +$17K 0.37% 47
2024
Q2 		$572K Sell
4,793
-7,655
-61% -$879K 0.37% 48
2024
Q1 		$1.39M Sell
12,448
-7,027
-36% -$770K 0.98% 25
2023
Q4 		$2.04M Buy
+19,475
New +$1.91M 1.64% 14

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

True Vision MN's ESGU Position: Q1 2025 in Review

True Vision MN sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 5,331 shares — an estimated $687K sold.

True Vision MN first reported a position in ESGU in Q4 2023 and held it in 5 quarters. The position peaked at $2.04M in Q4 2023. 755 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • True Vision MN reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • True Vision MN sold 5,331 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $687K.
  • True Vision MN first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 5 quarters.
  • True Vision MN's iShares ESG Aware MSCI USA ETF position peaked at $2.04M in Q4 2023.
  • 755 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on True Vision MN's 13F filing for Q1 2025, filed 30 Apr 2025.