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Sandy Spring Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sandy Spring Bank’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 		$15.2K Hold
125
– – ﹤0.01% 783
2024
Q4 		$16.1K Hold
125
– – ﹤0.01% 786
2024
Q3 		$15.8K Hold
125
– – ﹤0.01% 784
2024
Q2 		$14.9K Sell
125
-193
-61% -$22.2K ﹤0.01% 815
2024
Q1 		$36.6K Buy
+318
New +$34.8K ﹤0.01% 637
2022
Q1 		– Sell
-20
Closed -$2K – 1148
2021
Q4 		$2K Buy
+20
New +$2.1K ﹤0.01% 1130

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Sandy Spring Bank's ESGU Position: Q1 2025 in Review

Sandy Spring Bank held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2025 at 125 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Sandy Spring Bank first reported a position in ESGU in Q4 2021 and has held it in 6 quarters since. The position peaked at $36.6K in Q1 2024. 753 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Sandy Spring Bank held 125 shares of iShares ESG Aware MSCI USA ETF worth $15.2K as of Q1 2025.
  • Sandy Spring Bank left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2025.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #783 holding.
  • Sandy Spring Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 6 quarters since.
  • Sandy Spring Bank's iShares ESG Aware MSCI USA ETF position peaked at $36.6K in Q1 2024.
  • 753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.