Wade Financial Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wade Financial Advisory’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	$625K	Buy	5,126 +926	+22%	+$119K	0.21%	48
2024 Q4	$541K	Sell	4,200 -147	-3%	-$19K	0.18%	50
2024 Q3	$549K	Hold	4,347	–	–	0.18%	51
2024 Q2	$519K	Sell	4,347 -582	-12%	-$66.8K	0.19%	52
2024 Q1	$567K	Sell	4,929 -6	-0.1%	-$657	0.21%	49
2023 Q4	$518K	Sell	4,935 -400	-7%	-$39.2K	0.2%	50
2023 Q3	$501K	Sell	5,335 -15	-0.3%	-$1.47K	0.21%	50
2023 Q2	$521K	Sell	5,350 -260	-5%	-$24K	0.21%	51
2023 Q1	$507K	Sell	5,610 -255	-4%	-$22.5K	0.21%	50
2022 Q4	$497K	Buy	+5,865	New	+$500K	0.23%	52
2022 Q2	–	Sell	-3,840	Closed	-$389K	–	76
2022 Q1	$389K	Sell	3,840 -780	-17%	-$78.1K	0.17%	60
2021 Q4	$498K	Sell	4,620 -265	-5%	-$27.8K	0.26%	47
2021 Q3	$481K	Buy	4,885 +745	+18%	+$75.5K	0.27%	46
2021 Q2	$408K	Hold	4,140	–	–	0.22%	50
2021 Q1	$376K	Sell	4,140 -10	-0.2%	-$889	0.24%	50
2020 Q4	$357K	Buy	4,150 +650	+19%	+$52.8K	0.24%	48
2020 Q3	$267K	Hold	3,500	–	–	0.21%	55
2020 Q2	$245K	Buy	+3,500	New	+$230K	0.21%	58

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Wade Financial Advisory's ESGU Position: Q1 2025 in Review

Wade Financial Advisory increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 22% in Q1 2025, buying an estimated $119K and bringing the position to 5,126 shares worth $625K. The position accounts for 0.21% of the portfolio, ranked #48.

Wade Financial Advisory first reported a position in ESGU in Q2 2020 and has held it in 18 quarters since. 752 funds tracked by Wall St. Rank hold ESGU as of Q1 2025.

Wade Financial Advisory held 5,126 shares of iShares ESG Aware MSCI USA ETF worth $625K as of Q1 2025.
Wade Financial Advisory bought 926 iShares ESG Aware MSCI USA ETF shares in Q1 2025, an estimated $119K.
iShares ESG Aware MSCI USA ETF made up 0.21% of Wade Financial Advisory's portfolio in Q1 2025, its #48 holding.
Wade Financial Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 18 quarters since.
752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.