Compass Investment Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Compass Investment Advisers’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
2024 Q4	$378K	Buy	+2,936	New	+$380K	1.1%	20

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Investment Advisers's ESGU Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024: 2,936 shares worth $378K. The stake represents 1.1% of the portfolio and ranks #20 among its holdings.

789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Compass Investment Advisers held 2,936 shares of iShares ESG Aware MSCI USA ETF worth $378K as of Q4 2024.
iShares ESG Aware MSCI USA ETF was a new Compass Investment Advisers position in Q4 2024.
iShares ESG Aware MSCI USA ETF made up 1.1% of Compass Investment Advisers's portfolio in Q4 2024, its #20 holding.
789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.