Betterment LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $572M | Buy |
4,041,916
+117,320
| +3% | +$17.4M | 1.08% | 19 |
|
|
2025
Q4 | $585M | Buy |
3,924,596
+34,699
| +0.9% | +$5.13M | 1.11% | 18 |
|
|
2025
Q3 | $566M | Buy |
3,889,897
+49,659
| +1% | +$6.95M | 1.12% | 19 |
|
|
2025
Q2 | $520M | Buy |
3,840,238
+425,927
| +12% | +$53.2M | 1.11% | 20 |
|
|
2025
Q1 | $416M | Buy |
3,414,311
+137,039
| +4% | +$17.6M | 0.99% | 20 |
|
|
2024
Q4 | $422M | Sell |
3,277,272
-40,665
| -1% | -$5.27M | 1.01% | 19 |
|
|
2024
Q3 | $419M | Buy |
3,317,937
+89,790
| +3% | +$10.9M | 1% | 20 |
|
|
2024
Q2 | $385M | Buy |
3,228,147
+665,825
| +26% | +$76.5M | 1% | 21 |
|
|
2024
Q1 | $295M | Buy |
2,562,322
+8,838
| +0.3% | +$968K | 0.79% | 24 |
|
|
2023
Q4 | $268M | Sell |
2,553,484
-11,548
| -0.5% | -$1.13M | 0.77% | 21 |
|
|
2023
Q3 | $241M | Sell |
2,565,032
-6,798
| -0.3% | -$666K | 0.76% | 22 |
|
|
2023
Q2 | $251M | Buy |
2,571,830
+43,385
| +2% | +$4.01M | 0.78% | 22 |
|
|
2023
Q1 | $229M | Buy |
2,528,445
+47,569
| +2% | +$4.21M | 0.74% | 23 |
|
|
2022
Q4 | $210M | Buy |
2,480,876
+54,017
| +2% | +$4.61M | 0.72% | 23 |
|
|
2022
Q3 | $204M | Hold |
2,426,859
| – | – | 0.73% | 23 |
|
|
2022
Q2 | $204M | Buy |
2,426,859
+33,541
| +1% | +$3.06M | 0.73% | 23 |
|
|
2022
Q1 | $243M | Buy |
2,393,318
+137,778
| +6% | +$13.8M | 0.77% | 20 |
|
|
2021
Q4 | $243M | Buy |
2,255,540
+170,448
| +8% | +$17.9M | 0.76% | 20 |
|
|
2021
Q3 | $205M | Buy |
2,085,092
+256,274
| +14% | +$26M | 0.69% | 21 |
|
|
2021
Q2 | $180M | Buy |
1,828,818
+425,440
| +30% | +$40.7M | 0.61% | 21 |
|
|
2021
Q1 | $128M | Buy |
1,403,378
+610,169
| +77% | +$54.2M | 0.48% | 26 |
|
|
2020
Q4 | $68.2M | Buy |
793,209
+790,389
| +28,028% | +$64.2M | 0.29% | 29 |
|
|
2020
Q3 | $215K | Buy |
+2,820
| New | +$212K | ﹤0.01% | 111 |
|
Other funds holding ESGU
TWIM
AA
