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Bestgate Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bestgate Wealth Advisors’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
-1,567
Closed -$202K – 58
2024
Q4 		$202K Buy
+1,567
New +$203K 0.41% 55

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bestgate Wealth Advisors's ESGU Position: Q1 2025 in Review

Bestgate Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,567 shares — an estimated $202K sold.

Bestgate Wealth Advisors first reported a position in ESGU in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 752 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Bestgate Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Bestgate Wealth Advisors sold 1,567 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $202K.
  • Bestgate Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Bestgate Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $202K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Bestgate Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.