WF
ESGU icon

Welch & Forbes’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Welch & Forbes’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 		– Sell
-1,707
Closed -$231K – 386
2025
Q2 		$231K Hold
1,707
– – ﹤0.01% 361
2025
Q1 		$208K Sell
1,707
-154
-8% -$19.8K ﹤0.01% 358
2024
Q4 		$240K Buy
+1,861
New +$241K ﹤0.01% 351

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch & Forbes's ESGU Position: Q3 2025 in Review

Welch & Forbes sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2025, closing a stake of 1,707 shares — an estimated $231K sold.

Welch & Forbes first reported a position in ESGU in Q4 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 777 funds tracked by Wall St. Rank hold ESGU as of Q3 2025.

  • Welch & Forbes reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2025 after selling out during the quarter.
  • Welch & Forbes sold 1,707 iShares ESG Aware MSCI USA ETF shares in Q3 2025, an estimated $231K.
  • Welch & Forbes first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 3 quarters.
  • Welch & Forbes's iShares ESG Aware MSCI USA ETF position peaked at $240K in Q4 2024.
  • 777 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2025.

Based on Welch & Forbes's 13F filing for Q3 2025, filed 4 Nov 2025.