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

PSI 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	-53	Closed	-$6.82K	–	800
2024 Q4	$6.82K	Hold	53	–	–	﹤0.01%	583
2024 Q3	$6.66K	Hold	53	–	–	﹤0.01%	608
2024 Q2	$6.28K	Buy	53 +1	+2%	+$115	﹤0.01%	592
2024 Q1	$6.03K	Sell	52 -1	-2%	-$110	﹤0.01%	562
2023 Q4	$5.49K	Buy	53 +21	+66%	+$2.06K	﹤0.01%	610
2023 Q3	$3K	Buy	+32	New	+$3.13K	﹤0.01%	656
2023 Q2	–	Sell	-30	Closed	-$2.71K	–	861
2023 Q1	$2.71K	Hold	30	–	–	﹤0.01%	588
2022 Q4	$2.54K	Hold	30	–	–	﹤0.01%	587
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	617
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	621
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	590
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	628
2021 Q3	$3K	Buy	+30	New	+$3.04K	﹤0.01%	625

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

PSI Advisors's ESGU Position: Q1 2025 in Review

PSI Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 53 shares — an estimated $6.82K sold.

PSI Advisors first reported a position in ESGU in Q3 2021 and held it in 13 quarters. The position peaked at $6.82K in Q4 2024. 756 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

PSI Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 53 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $6.82K.
PSI Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 13 quarters.
PSI Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.82K in Q4 2024.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.