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GC Wealth Management RIA’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

GC Wealth Management RIA’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
2026
Q1 		$1.51M Buy
10,660
+712
+7% +$105K 0.06% 184
2025
Q4 		$1.48M Buy
9,948
+5,080
+104% +$751K 0.05% 191
2025
Q3 		$709K Buy
4,868
+3,259
+203% +$456K 0.02% 441
2025
Q2 		$218K Buy
+1,609
New +$201K 0.02% 504
2025
Q1 		– Sell
-1,609
Closed -$207K – 315
2024
Q4 		$207K Buy
+1,609
New +$208K 0.04% 282

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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