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

Merriman Wealth Management’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
2024 Q4	$473K	Buy	+3,671	New	+$476K	0.02%	134
2022 Q1	–	Sell	-40,681	Closed	-$4.39M	–	205
2021 Q4	$4.39M	Hold	40,681	–	–	0.32%	44
2021 Q3	$4M	Hold	40,681	–	–	0.33%	47
2021 Q2	$4.01M	Buy	40,681 +108	+0.3%	+$10.3K	0.34%	52
2021 Q1	$3.69M	Buy	40,573 +73	+0.2%	+$6.49K	0.42%	46
2020 Q4	$3.48M	Buy	40,500 +24,500	+153%	+$1.99M	0.37%	54
2020 Q3	$1.22M	Buy	+16,000	New	+$1.21M	0.18%	73

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Merriman Wealth Management's ESGU Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024: 3,671 shares worth $473K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in ESGU as recently as Q4 2021.

Merriman Wealth Management first reported a position in ESGU in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.39M in Q4 2021. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Merriman Wealth Management held 3,671 shares of iShares ESG Aware MSCI USA ETF worth $473K as of Q4 2024.
iShares ESG Aware MSCI USA ETF was a new Merriman Wealth Management position in Q4 2024.
iShares ESG Aware MSCI USA ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #134 holding.
Merriman Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 7 quarters since.
Merriman Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.39M in Q4 2021.
789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.