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

Waypoint Wealth Partners’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
Q2 		$6.25M Sell
46,205
-12,413
-21% -$1.55M 1.52% 9
2025
Q1 		$7.15M Buy
58,618
+12,270
+26% +$1.58M 1.98% 7
2024
Q4 		$5.97M Sell
46,348
-646
-1% -$83.7K 1.63% 7
2024
Q3 		$5.93M Sell
46,994
-50
-0.1% -$6.07K 1.57% 7
2024
Q2 		$5.61M Hold
47,044
– – 1.64% 7
2024
Q1 		$5.41M Sell
47,044
-125
-0.3% -$13.7K 1.54% 8
2023
Q4 		$4.95M Sell
47,169
-115
-0.2% -$11.3K 1.54% 8
2023
Q3 		$4.44M Hold
47,284
– – 1.54% 8
2023
Q2 		$4.61M Hold
47,284
– – 1.58% 8
2023
Q1 		$4.28M Sell
47,284
-21,725
-31% -$1.92M 1.53% 10
2022
Q4 		$5.85M Sell
69,009
-82,095
-54% -$7M 2.3% 8
2022
Q3 		$12M Buy
151,104
+3,220
+2% +$285K 5.06% 6
2022
Q2 		$12.4M Buy
147,884
+84,275
+132% +$7.7M 4.76% 6
2022
Q1 		$6.45M Sell
63,609
-3,207
-5% -$321K 2.36% 8
2021
Q4 		$7.21M Sell
66,816
-102
-0.2% -$10.7K 2.47% 9
2021
Q3 		$6.59M Buy
66,918
+633
+1% +$64.1K 2.47% 7
2021
Q2 		$6.53M Sell
66,285
-83
-0.1% -$7.94K 2.53% 7
2021
Q1 		$6.03M Hold
66,368
– – 4.39% 5
2020
Q4 		$5.71M Buy
+66,368
New +$5.39M 4.48% 5

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waypoint Wealth Partners's ESGU Position: Q2 2025 in Review

Waypoint Wealth Partners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 21% in Q2 2025, selling an estimated $1.55M and leaving 46,205 shares worth $6.25M. The position accounts for 1.52% of the portfolio, ranked #9.

Waypoint Wealth Partners first reported a position in ESGU in Q4 2020 and has held it in 19 quarters since. The position peaked at $12.4M in Q2 2022. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

  • Waypoint Wealth Partners held 46,205 shares of iShares ESG Aware MSCI USA ETF worth $6.25M as of Q2 2025.
  • Waypoint Wealth Partners sold 12,413 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $1.55M.
  • iShares ESG Aware MSCI USA ETF made up 1.52% of Waypoint Wealth Partners's portfolio in Q2 2025, its #9 holding.
  • Waypoint Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $12.4M in Q2 2022.
  • 772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.