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Watts Gwilliam & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Watts Gwilliam & Co’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
Q3 		$205K Hold
1,410
– – 0.03% 210
2025
Q2 		$204K Buy
+1,410
New +$176K 0.03% 210

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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Watts Gwilliam & Co's ESGU Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2025 at 1,410 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #210.

Watts Gwilliam & Co first reported a position in ESGU in Q2 2025 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Watts Gwilliam & Co held 1,410 shares of iShares ESG Aware MSCI USA ETF worth $205K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2025.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Watts Gwilliam & Co's portfolio in Q3 2025, its #210 holding.
  • Watts Gwilliam & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2025 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.