SYM Financial Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SYM Financial Corp’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
2026 Q1	$2.08M	Sell	14,726 -282	-2%	-$41.7K	0.21%	34
2025 Q4	$2.24M	Buy	15,008 +415	+3%	+$61.4K	0.23%	31
2025 Q3	$2.12M	Buy	14,593 +1,808	+14%	+$253K	0.23%	31
2025 Q2	$1.73M	Hold	12,785	–	–	0.19%	35
2025 Q1	$1.56M	Sell	12,785 -34	-0.3%	-$4.38K	0.19%	32
2024 Q4	$1.65M	Buy	12,819 +3,014	+31%	+$390K	0.21%	30
2024 Q3	$1.24M	Buy	9,805 +1,112	+13%	+$135K	0.17%	42
2024 Q2	$1.04M	Buy	8,693 +711	+9%	+$81.7K	0.17%	35
2024 Q1	$918K	Buy	7,982 +2,454	+44%	+$269K	0.15%	32
2023 Q4	$580K	Hold	5,528	–	–	0.09%	45
2023 Q3	$519K	Hold	5,528	–	–	0.09%	43
2023 Q2	$539K	Hold	5,528	–	–	0.11%	31
2023 Q1	$500K	Hold	5,528	–	–	0.11%	30
2022 Q4	$468K	Buy	+5,528	New	+$472K	0.11%	34
2022 Q3	–	Sell	-2,538	Closed	-$213K	–	106
2022 Q2	$213K	Buy	2,538 +174	+7%	+$15.9K	0.1%	57
2022 Q1	$240K	Hold	2,364	–	–	0.1%	51
2021 Q4	$255K	Hold	2,364	–	–	0.1%	44
2021 Q3	$233K	Hold	2,364	–	–	0.14%	47
2021 Q2	$233K	Buy	+2,364	New	+$226K	0.13%	41

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SYM Financial Corp's ESGU Position: Q1 2026 in Review

SYM Financial Corp reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 1.9% in Q1 2026, selling an estimated $41.7K and leaving 14,726 shares worth $2.08M. The position accounts for 0.21% of the portfolio, ranked #34.

SYM Financial Corp first reported a position in ESGU in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.24M in Q4 2025. 806 funds tracked by Wall St. Rank hold ESGU as of Q1 2026.

SYM Financial Corp held 14,726 shares of iShares ESG Aware MSCI USA ETF worth $2.08M as of Q1 2026.
SYM Financial Corp sold 282 iShares ESG Aware MSCI USA ETF shares in Q1 2026, an estimated $41.7K.
iShares ESG Aware MSCI USA ETF made up 0.21% of SYM Financial Corp's portfolio in Q1 2026, its #34 holding.
SYM Financial Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 19 quarters since.
SYM Financial Corp's iShares ESG Aware MSCI USA ETF position peaked at $2.24M in Q4 2025.
806 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.