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Benjamin Edwards Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Benjamin Edwards Inc’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
-5,709
Closed -$735K – 1100
2024
Q4 		$735K Buy
5,709
+50
+0.9% +$6.48K 0.01% 714
2024
Q3 		$714K Buy
+5,659
New +$687K 0.01% 689

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

Benjamin Edwards Inc's ESGU Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 5,709 shares — an estimated $735K sold.

Benjamin Edwards Inc first reported a position in ESGU in Q3 2024 and held it in 2 quarters. The position peaked at $735K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 5,709 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $735K.
  • Benjamin Edwards Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • Benjamin Edwards Inc's iShares ESG Aware MSCI USA ETF position peaked at $735K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.