Daffy Charitable Fund’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Daffy Charitable Fund’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 Q4	$5.92M	Buy	+45,958	New	+$5.95M	3.28%	5

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Daffy Charitable Fund's ESGU Position: Q4 2024 in Review

Daffy Charitable Fund opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024: 45,958 shares worth $5.92M. The stake represents 3.28% of the portfolio and ranks #5 among its holdings.

792 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Daffy Charitable Fund held 45,958 shares of iShares ESG Aware MSCI USA ETF worth $5.92M as of Q4 2024.
iShares ESG Aware MSCI USA ETF was a new Daffy Charitable Fund position in Q4 2024.
iShares ESG Aware MSCI USA ETF made up 3.28% of Daffy Charitable Fund's portfolio in Q4 2024, its #5 holding.
792 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Daffy Charitable Fund's 13F filing for Q4 2024, filed 10 Nov 2026.