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Michael A Dubis Financial Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		– Sell
-1,605
Closed -$207K – 46
2024
Q4 		$207K Buy
+1,605
New +$208K 0.2% 46

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Michael A Dubis Financial Planning's ESGU Position: Q1 2025 in Review

Michael A Dubis Financial Planning sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 1,605 shares — an estimated $207K sold.

Michael A Dubis Financial Planning first reported a position in ESGU in Q4 2024 and held it in 1 quarter. The position peaked at $207K in Q4 2024. 754 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Michael A Dubis Financial Planning reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Michael A Dubis Financial Planning sold 1,605 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $207K.
  • Michael A Dubis Financial Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Michael A Dubis Financial Planning's iShares ESG Aware MSCI USA ETF position peaked at $207K in Q4 2024.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.