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Annex Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Annex Advisory Services’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
2024
Q4 		– Sell
-1,959
Closed -$247K – 316
2024
Q3 		$247K Buy
1,959
+7
+0.4% +$850 0.01% 251
2024
Q2 		$233K Buy
1,952
+5
+0.3% +$574 0.01% 252
2024
Q1 		$224K Buy
1,947
+7
+0.4% +$767 0.01% 256
2023
Q4 		$204K Buy
+1,940
New +$190K 0.01% 254

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Annex Advisory Services's ESGU Position: Q4 2024 in Review

Annex Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,959 shares — an estimated $247K sold.

Annex Advisory Services first reported a position in ESGU in Q4 2023 and held it in 4 quarters. The position peaked at $247K in Q3 2024. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Annex Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Annex Advisory Services sold 1,959 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $247K.
  • Annex Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 4 quarters.
  • Annex Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $247K in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Annex Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.