GFA
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Gallagher Fiduciary Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Gallagher Fiduciary 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
2024
Q3 		– Sell
-2,115
Closed -$252K – 283
2024
Q2 		$252K Buy
2,115
+268
+15% +$30.8K 0.06% 191
2024
Q1 		$212K Buy
+1,847
New +$202K 0.01% 183
2023
Q4 		– Sell
-2,165
Closed -$203K – 183
2023
Q3 		$203K Buy
+2,165
New +$212K 0.02% 165
2023
Q2 		– Sell
-3,100
Closed -$280K – 215
2023
Q1 		$280K Buy
+3,100
New +$274K 0.02% 157

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 $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return