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SVB Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SVB Wealth’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 		– Sell
-4,097
Closed -$499K – 874
2025
Q1 		$499K Hold
4,097
– – 0.02% 215
2024
Q4 		$528K Buy
+4,097
New +$531K 0.01% 413
2024
Q3 		– Sell
-2,974
Closed -$355K – 199
2024
Q2 		$355K Hold
2,974
– – 0.01% 510
2024
Q1 		$342K Sell
2,974
-2,974
-50% -$326K 0.01% 590
2023
Q4 		$624K Sell
5,948
-1,860
-24% -$182K 0.02% 426
2023
Q3 		$733K Buy
7,808
+347
+5% +$34K 0.02% 364
2023
Q2 		$727K Sell
7,461
-16
-0.2% -$1.48K 0.01% 397
2023
Q1 		$676K Buy
+7,477
New +$661K 0.01% 464

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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return