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Autumn Glory Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Autumn Glory 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
Q1 		– Sell
-1,793
Closed -$231K – 182
2024
Q4 		$231K Hold
1,793
– – 0.11% 158
2024
Q3 		$226K Hold
1,793
– – 0.09% 189
2024
Q2 		$214K Hold
1,793
– – 0.11% 161
2024
Q1 		$206K Buy
+1,793
New +$196K 0.1% 162

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Autumn Glory Partners's ESGU Position: Q1 2025 in Review

Autumn Glory Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,793 shares — an estimated $231K sold.

Autumn Glory Partners first reported a position in ESGU in Q1 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Autumn Glory Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Autumn Glory Partners sold 1,793 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $231K.
  • Autumn Glory Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 4 quarters.
  • Autumn Glory Partners's iShares ESG Aware MSCI USA ETF position peaked at $231K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Autumn Glory Partners's 13F filing for Q1 2025, filed 21 Apr 2025.