WSTAM
ESGU icon

Wilbanks Smith & Thomas Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wilbanks Smith & Thomas 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
2024
Q1 		$302K Buy
2,624
+12
+0.5% +$1.31K 0.01% 437
2023
Q4 		$274K Buy
+2,612
New +$256K 0.01% 449

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's ESGU Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.46% in Q1 2024, buying an estimated $1.31K and bringing the position to 2,624 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #437.

Wilbanks Smith & Thomas Asset Management first reported a position in ESGU in Q4 2023 and has held it in 2 quarters since. 740 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 2,624 shares of iShares ESG Aware MSCI USA ETF worth $302K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 12 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $1.31K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #437 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 2 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.