Adroit Compliance’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Adroit Compliance’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
2023 Q4	$4.82M	Buy	+45,958	New	+$4.5M	1.01%	17

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Adroit Compliance's ESGU Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023: 45,958 shares worth $4.82M. The stake represents 1.01% of the portfolio and ranks #17 among its holdings.

753 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Adroit Compliance held 45,958 shares of iShares ESG Aware MSCI USA ETF worth $4.82M as of Q4 2023.
iShares ESG Aware MSCI USA ETF was a new Adroit Compliance position in Q4 2023.
iShares ESG Aware MSCI USA ETF made up 1.01% of Adroit Compliance's portfolio in Q4 2023, its #17 holding.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.