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Stephens Consulting’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-1,732
Closed -$234K – 645
2025
Q2 		$234K Hold
1,732
– – 0.06% 91
2025
Q1 		$211K Hold
1,732
– – 0.05% 87
2024
Q4 		$223K Hold
1,732
– – 0.06% 89
2024
Q3 		$219K Hold
1,732
– – 0.06% 83
2024
Q2 		$207K Hold
1,732
– – 0.06% 81
2024
Q1 		$199K Sell
1,732
-415
-19% -$45.5K 0.06% 83
2023
Q4 		$225K Hold
2,147
– – 0.08% 73
2023
Q3 		$202K Hold
2,147
– – 0.08% 75
2023
Q2 		$209K Hold
2,147
– – 0.08% 74
2023
Q1 		$194K Hold
2,147
– – 0.12% 80
2022
Q4 		$182K Buy
2,147
+1,501
+232% +$128K 0.12% 77
2022
Q3 		$51.3K Buy
+646
New +$57.2K 0.05% 173

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 $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return