First Horizon Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

First Horizon 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 Q2	$3.27M	Buy	24,157 +11,443	+90%	+$1.43M	0.08%	174
2025 Q1	$1.55M	Sell	12,714 -7,787	-38%	-$1M	0.04%	219
2024 Q4	$2.64M	Sell	20,501 -5,091	-20%	-$660K	0.07%	188
2024 Q3	$3.23M	Buy	25,592 +512	+2%	+$62.2K	0.09%	176
2024 Q2	$2.99M	Sell	25,080 -6,120	-20%	-$703K	0.09%	176
2024 Q1	$3.59M	Sell	31,200 -25,306	-45%	-$2.77M	0.11%	159
2023 Q4	$5.93M	Buy	56,506 +3,926	+7%	+$385K	0.2%	134
2023 Q3	$4.94M	Sell	52,580 -9,703	-16%	-$950K	0.18%	140
2023 Q2	$6.07M	Sell	62,283 -8,930	-13%	-$825K	0.21%	133
2023 Q1	$6.44M	Sell	71,213 -64,644	-48%	-$5.72M	0.23%	120
2022 Q4	$11.5M	Buy	135,857 +15,026	+12%	+$1.28M	0.42%	73
2022 Q3	$9.59M	Buy	120,831 +3,349	+3%	+$297K	0.38%	83
2022 Q2	$9.86M	Buy	117,482 +109,621	+1,394%	+$10M	0.35%	90
2022 Q1	$797K	Sell	7,861 -98,780	-93%	-$9.89M	0.04%	243
2021 Q4	$11.5M	Buy	106,641 +14,376	+16%	+$1.51M	0.35%	90
2021 Q3	$9.08M	Buy	92,265 +22,717	+33%	+$2.3M	0.3%	109
2021 Q2	$6.85M	Buy	69,548 +11,163	+19%	+$1.07M	0.37%	80
2021 Q1	$5.3M	Buy	58,385 +49,082	+528%	+$4.36M	0.31%	93
2020 Q4	$800K	Buy	9,303 +3,908	+72%	+$317K	0.05%	184
2020 Q3	$411K	Buy	+5,395	New	+$406K	0.03%	221

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's ESGU Position: Q2 2025 in Review

First Horizon Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 90% in Q2 2025, buying an estimated $1.43M and bringing the position to 24,157 shares worth $3.27M. The position accounts for 0.08% of the portfolio, ranked #174.

First Horizon Advisors first reported a position in ESGU in Q3 2020 and has held it in 20 quarters since. The position peaked at $11.5M in Q4 2022. 772 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

First Horizon Advisors held 24,157 shares of iShares ESG Aware MSCI USA ETF worth $3.27M as of Q2 2025.
First Horizon Advisors bought 11,443 iShares ESG Aware MSCI USA ETF shares in Q2 2025, an estimated $1.43M.
iShares ESG Aware MSCI USA ETF made up 0.08% of First Horizon Advisors's portfolio in Q2 2025, its #174 holding.
First Horizon Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 20 quarters since.
First Horizon Advisors's iShares ESG Aware MSCI USA ETF position peaked at $11.5M in Q4 2022.
772 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.