Tucker Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Tucker Asset 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 Q4	$1.64K	Buy	+11	New	+$1.63K	﹤0.01%	884
2025 Q1	–	Sell	-273	Closed	-$35.2K	–	499
2024 Q4	$35.2K	Sell	273 -61	-18%	-$7.9K	﹤0.01%	422
2024 Q3	$42.1K	Sell	334 -412	-55%	-$50K	0.01%	365
2024 Q2	$89K	Sell	746 -48	-6%	-$5.51K	0.02%	285
2024 Q1	$91.3K	Hold	794	–	–	0.02%	308
2023 Q4	$83.3K	Hold	794	–	–	0.02%	251
2023 Q3	$74.6K	Sell	794 -203	-20%	-$19.9K	0.02%	260
2023 Q2	$97.2K	Sell	997 -55	-5%	-$5.08K	0.03%	176
2023 Q1	$95.2K	Buy	1,052 +194	+23%	+$17.2K	0.03%	150
2022 Q4	$73K	Sell	858 -22	-3%	-$1.88K	0.02%	117
2022 Q3	$75.5K	Sell	880 -626	-42%	-$55.4K	0.02%	102
2022 Q2	$126K	Sell	1,506 -471	-24%	-$43K	0.04%	33
2022 Q1	$200K	Sell	1,977 -1,715	-46%	-$172K	0.06%	22
2021 Q4	$400K	Hold	3,692	–	–	0.13%	10
2021 Q3	$389K	Buy	3,692 +2	+0.1%	+$203	0.14%	10
2021 Q2	$363K	Sell	3,690 -2,215	-38%	-$212K	0.16%	12
2021 Q1	$537K	Sell	5,905 -760	-11%	-$67.6K	0.28%	6
2020 Q4	$573K	Buy	+6,665	New	+$541K	0.35%	7

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tucker Asset Management's ESGU Position: Q4 2025 in Review

Tucker Asset Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025: 11 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in ESGU as recently as Q4 2024.

Tucker Asset Management first reported a position in ESGU in Q4 2020 and has held it in 18 quarters since. The position peaked at $573K in Q4 2020. 830 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Tucker Asset Management held 11 shares of iShares ESG Aware MSCI USA ETF worth $1.64K as of Q4 2025.
iShares ESG Aware MSCI USA ETF was a new Tucker Asset Management position in Q4 2025.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #884 holding.
Tucker Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 18 quarters since.
Tucker Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $573K in Q4 2020.
830 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.