WEG
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World Equity Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

World Equity Group’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 		– Sell
-3,370
Closed -$353K – 323
2023
Q4 		$353K Buy
3,370
+139
+4% +$13.6K 0.07% 230
2023
Q3 		$303K Sell
3,231
-2,710
-46% -$265K 0.06% 262
2023
Q2 		$579K Sell
5,941
-8,192
-58% -$756K 0.17% 155
2023
Q1 		$1.37M Sell
14,133
-43,845
-76% -$3.88M 0.2% 127
2022
Q4 		$4.91M Sell
57,978
-56,132
-49% -$4.79M 1.17% 17
2022
Q3 		$9.06M Buy
114,110
+26,798
+31% +$2.37M 2.29% 4
2022
Q2 		$7.33M Buy
87,312
+28,939
+50% +$2.64M 1.84% 6
2022
Q1 		$5.92M Buy
+58,373
New +$5.85M 1.28% 11

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return