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Lion Street Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lion Street 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
2025
Q3 		$504K Buy
+4,785
New +$670K 0.17% 115
2023
Q3 		– Sell
-4,978
Closed -$525K – 264
2023
Q2 		$525K Buy
+4,978
New +$460K 0.18% 114
2021
Q1 		– Sell
-5,184
Closed -$421K – 22
2020
Q4 		$421K Buy
5,184
+1,079
+26% +$87.6K 1.03% 23
2020
Q3 		$315K Buy
+4,105
New +$309K 0.64% 37
2020
Q2 		– Sell
-976
Closed -$56K – 149
2020
Q1 		$56K Buy
+976
New +$66.4K 0.31% 47

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return