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

Davies 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
-1,602
Closed -$206K – 68
2024
Q4 		$206K Hold
1,602
– – 0.18% 63
2024
Q3 		$202K Buy
+1,602
New +$195K 0.18% 72

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Davies Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,602 shares — an estimated $206K sold.

Davies Financial Advisors first reported a position in ESGU in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Davies Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Davies Financial Advisors sold 1,602 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $206K.
  • Davies Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 2 quarters.
  • Davies Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $206K in Q4 2024.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Davies Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.