Martin Worley Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Martin Worley Group’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 Q2	$246K	Buy	+1,815	New	+$227K	0.12%	83

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Martin Worley Group's ESGU Position: Q2 2025 in Review

Martin Worley Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2025: 1,815 shares worth $246K. The stake represents 0.12% of the portfolio and ranks #83 among its holdings.

773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Martin Worley Group held 1,815 shares of iShares ESG Aware MSCI USA ETF worth $246K as of Q2 2025.
iShares ESG Aware MSCI USA ETF was a new Martin Worley Group position in Q2 2025.
iShares ESG Aware MSCI USA ETF made up 0.12% of Martin Worley Group's portfolio in Q2 2025, its #83 holding.
773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.