F8IS
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Figure 8 Investment Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Figure 8 Investment Strategies’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
-1,875
Closed -$242K – 55
2024
Q4 		$242K Buy
+1,875
New +$243K 0.24% 51

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

Figure 8 Investment Strategies's ESGU Position: Q1 2025 in Review

Figure 8 Investment Strategies sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,875 shares — an estimated $242K sold.

Figure 8 Investment Strategies first reported a position in ESGU in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 753 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Figure 8 Investment Strategies reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Figure 8 Investment Strategies sold 1,875 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $242K.
  • Figure 8 Investment Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Figure 8 Investment Strategies's iShares ESG Aware MSCI USA ETF position peaked at $242K in Q4 2024.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2025, filed 23 Apr 2025.