Atomic Invest LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Atomic Invest LLC’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 Q4	$892K	Buy	+5,938	New	+$878K	0.5%	23

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atomic Invest LLC's ESGU Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2025: 5,938 shares worth $892K. The stake represents 0.5% of the portfolio and ranks #23 among its holdings.

837 funds tracked by Wall St. Rank hold ESGU as of Q4 2025.

Atomic Invest LLC held 5,938 shares of iShares ESG Aware MSCI USA ETF worth $892K as of Q4 2025.
iShares ESG Aware MSCI USA ETF was a new Atomic Invest LLC position in Q4 2025.
iShares ESG Aware MSCI USA ETF made up 0.5% of Atomic Invest LLC's portfolio in Q4 2025, its #23 holding.
837 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.