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Synergy Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Synergy Asset Management’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 		– Sell
-488
Closed -$61.6K – 294
2024
Q4 		$61.6K Buy
+488
New +$63.2K ﹤0.01% 260

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

Synergy Asset Management's ESGU Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2025, closing a stake of 488 shares — an estimated $61.6K sold.

Synergy Asset Management first reported a position in ESGU in Q4 2024 and held it in 1 quarter. The position peaked at $61.6K in Q4 2024. 752 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 488 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $61.6K.
  • Synergy Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $61.6K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.