BFA
ESGU icon

Bright Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bright Financial 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
-2,131
Closed -$275K – 61
2024
Q4 		$275K Hold
2,131
– – 0.17% 46
2024
Q3 		$269K Hold
2,131
– – 0.17% 44
2024
Q2 		$254K Buy
+2,131
New +$245K 0.18% 42

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

Bright Financial Advisors's ESGU Position: Q1 2025 in Review

Bright Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 2,131 shares — an estimated $275K sold.

Bright Financial Advisors first reported a position in ESGU in Q2 2024 and held it in 3 quarters. The position peaked at $275K in Q4 2024. 753 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Bright Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Bright Financial Advisors sold 2,131 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $275K.
  • Bright Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and held it in 3 quarters.
  • Bright Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $275K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Bright Financial Advisors's 13F filing for Q1 2025, filed 13 May 2025.