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Compass Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Compass Financial Services’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
-265
Closed -$34.1K – 296
2024
Q4 		$34.1K Buy
+265
New +$34.3K 0.02% 83

Other funds holding ESGU

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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

Compass Financial Services's ESGU Position: Q1 2025 in Review

Compass Financial Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 265 shares — an estimated $34.1K sold.

Compass Financial Services first reported a position in ESGU in Q4 2024 and held it in 1 quarter. The position peaked at $34.1K in Q4 2024. 752 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Compass Financial Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Compass Financial Services sold 265 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $34.1K.
  • Compass Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Compass Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $34.1K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Compass Financial Services's 13F filing for Q1 2025, filed 10 Jun 2025.