Gallagher Benefit Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$278K	Buy	+3,280	New	+$280K	0.06%	143

Other funds holding ESGU

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Gallagher Benefit Services's ESGU Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022: 3,280 shares worth $278K. The stake represents 0.06% of the portfolio and ranks #143 among its holdings.

706 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Gallagher Benefit Services held 3,280 shares of iShares ESG Aware MSCI USA ETF worth $278K as of Q4 2022.
iShares ESG Aware MSCI USA ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares ESG Aware MSCI USA ETF made up 0.06% of Gallagher Benefit Services's portfolio in Q4 2022, its #143 holding.
706 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.