Greenfield Savings Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Greenfield Savings Bank’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 Q2	$229K	Buy	+1,400	New	+$221K	0.09%	139

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

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

Greenfield Savings Bank's ESGU Position: Q2 2026 in Review

Greenfield Savings Bank opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,400 shares worth $229K. The stake represents 0.09% of the portfolio and ranks #139 among its holdings.

461 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

Greenfield Savings Bank held 1,400 shares of iShares ESG Aware MSCI USA ETF worth $229K as of Q2 2026.
iShares ESG Aware MSCI USA ETF was a new Greenfield Savings Bank position in Q2 2026.
iShares ESG Aware MSCI USA ETF made up 0.09% of Greenfield Savings Bank's portfolio in Q2 2026, its #139 holding.
461 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.