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

Acorn Financial Advisory Services’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	-3,686	Closed	-$387K	–	222
2023 Q4	$387K	Buy	+3,686	New	+$361K	0.07%	172
2023 Q3	–	Sell	-2,085	Closed	-$203K	–	246
2023 Q2	$203K	Buy	+2,085	New	+$193K	0.04%	236
2023 Q1	–	Sell	-4,304	Closed	-$365K	–	228
2022 Q4	$365K	Sell	4,304 -389	-8%	-$33.2K	0.08%	153
2022 Q3	$373K	Sell	4,693 -91	-2%	-$8.06K	0.09%	147
2022 Q2	$401K	Sell	4,784 -285	-6%	-$26K	0.1%	138
2022 Q1	$514K	Buy	5,069 +75	+2%	+$7.51K	0.1%	132
2021 Q4	$539K	Sell	4,994 -79	-2%	-$8.29K	0.11%	129
2021 Q3	$500K	Buy	5,073 +1,162	+30%	+$118K	0.15%	132
2021 Q2	$385K	Buy	3,911 +119	+3%	+$11.4K	0.11%	167
2021 Q1	$345K	Sell	3,792 -909	-19%	-$80.8K	0.13%	157
2020 Q4	$404K	Buy	4,701 +1,117	+31%	+$90.7K	0.16%	145
2020 Q3	$273K	Buy	3,584 +1	+0%	+$75	0.14%	171
2020 Q2	$251K	Buy	+3,583	New	+$236K	0.17%	165

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

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

Acorn Financial Advisory Services's ESGU Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 3,686 shares — an estimated $387K sold.

Acorn Financial Advisory Services first reported a position in ESGU in Q2 2020 and held it in 13 quarters. The position peaked at $539K in Q4 2021. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

Acorn Financial Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 3,686 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $387K.
Acorn Financial Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 13 quarters.
Acorn Financial Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $539K in Q4 2021.
741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.