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Glassman Wealth Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Glassman Wealth 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
2026
Q1 		$2.42K Hold
17
– – ﹤0.01% 171
2025
Q4 		$2.55K Hold
17
– – ﹤0.01% 181
2025
Q3 		$2.48K Hold
17
– – ﹤0.01% 168
2025
Q2 		$2.3K Hold
17
– – ﹤0.01% 164
2025
Q1 		$2.07K Sell
17
-18
-51% -$2.32K ﹤0.01% 188
2024
Q4 		$4.5K Buy
+35
New +$4.53K ﹤0.01% 149
2023
Q3 		– Sell
-69
Closed -$6.72K – 2017
2023
Q2 		$6.72K Buy
+69
New +$6.37K ﹤0.01% 920

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