US Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

US Financial Advisors’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	$428K	Hold	3,510	–	–	0.13%	60
2024 Q4	$452K	Sell	3,510 -210	-6%	-$27.2K	0.14%	57
2024 Q3	$469K	Sell	3,720 -484	-12%	-$58.8K	0.15%	55
2024 Q2	$502K	Sell	4,204 -288	-6%	-$33.1K	0.17%	55
2024 Q1	$516K	Buy	4,492 +1	+0%	+$110	0.18%	52
2023 Q4	$471K	Sell	4,491 -125	-3%	-$12.2K	0.18%	49
2023 Q3	$433K	Sell	4,616 -352	-7%	-$34.5K	0.18%	51
2023 Q2	$484K	Sell	4,968 -485	-9%	-$44.8K	0.21%	47
2023 Q1	$493K	Hold	5,453	–	–	0.22%	49
2022 Q4	$462K	Buy	+5,453	New	+$465K	0.23%	46

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

US Financial Advisors's ESGU Position: Q1 2025 in Review

US Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2025 at 3,510 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #60.

US Financial Advisors first reported a position in ESGU in Q4 2022 and has held it in 10 quarters since. The position peaked at $516K in Q1 2024. 753 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

US Financial Advisors held 3,510 shares of iShares ESG Aware MSCI USA ETF worth $428K as of Q1 2025.
US Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2025.
iShares ESG Aware MSCI USA ETF made up 0.13% of US Financial Advisors's portfolio in Q1 2025, its #60 holding.
US Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $516K in Q1 2024.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.