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

Semmax 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 Q2	–	Hold	0	–	–	–	420
2025 Q1	–	Hold	0	–	–	–	423
2024 Q4	–	Hold	0	–	–	–	350
2024 Q3	–	Hold	0	–	–	–	370
2024 Q2	–	Sell	-1	Closed	-$115	–	406
2024 Q1	$146	Sell	1 -1,377	-100%	-$151K	﹤0.01%	389
2023 Q4	$150K	Buy	1,378 +1,310	+1,926%	+$128K	0.05%	115
2023 Q3	$6.57K	Buy	+68	New	+$6.66K	﹤0.01%	213

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

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

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

Semmax Financial Advisors's ESGU Position: Q2 2025 in Review

Semmax Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2025 at 0 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Semmax Financial Advisors first reported a position in ESGU in Q3 2023 and has held it in 3 quarters since. The position peaked at $150K in Q4 2023. 773 funds tracked by Wall St. Rank hold ESGU as of Q2 2025.

Semmax Financial Advisors held 0 shares of iShares ESG Aware MSCI USA ETF worth $26 as of Q2 2025.
Semmax Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2025.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #420 holding.
Semmax Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 3 quarters since.
Semmax Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $150K in Q4 2023.
773 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.