Plante Moran Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-242	Closed	-$31.2K	–	843
2024 Q4	$31.2K	Buy	242 +108	+81%	+$14K	﹤0.01%	421
2024 Q3	$16.9K	Hold	134	–	–	﹤0.01%	548
2024 Q2	$16K	Hold	134	–	–	﹤0.01%	511
2024 Q1	$15.4K	Hold	134	–	–	﹤0.01%	540
2023 Q4	$14K	Buy	134 +99	+283%	+$9.7K	﹤0.01%	510
2023 Q3	$3.28K	Hold	35	–	–	﹤0.01%	633
2023 Q2	$3.4K	Hold	35	–	–	﹤0.01%	654
2023 Q1	$3.15K	Hold	35	–	–	﹤0.01%	677
2022 Q4	$2.94K	Buy	35 +1	+3%	+$85	﹤0.01%	714
2022 Q3	$3K	Sell	34 -386	-92%	-$34.2K	﹤0.01%	748
2022 Q2	$35K	Buy	420 +386	+1,135%	+$35.3K	0.01%	360
2022 Q1	$3K	Buy	34 +6	+21%	+$601	﹤0.01%	713
2021 Q4	$3K	Hold	28	–	–	﹤0.01%	878
2021 Q3	$3K	Buy	28 +6	+27%	+$608	﹤0.01%	830
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	877
2021 Q1	$2K	Buy	+22	New	+$1.96K	﹤0.01%	906

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Plante Moran Financial Advisors's ESGU Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 242 shares — an estimated $31.2K sold.

Plante Moran Financial Advisors first reported a position in ESGU in Q1 2021 and held it in 16 quarters. The position peaked at $35K in Q2 2022. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 242 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $31.2K.
Plante Moran Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 16 quarters.
Plante Moran Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $35K in Q2 2022.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.