AIA
ESGU icon

Alera Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Alera Investment Advisors’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
Q3 		$523K Sell
4,143
-406
-9% -$49.3K 0.06% 132
2024
Q2 		$543K Buy
+4,549
New +$522K 0.07% 120

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 $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alera Investment Advisors's ESGU Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 8.9% in Q3 2024, selling an estimated $49.3K and leaving 4,143 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #132.

Alera Investment Advisors first reported a position in ESGU in Q2 2024 and has held it in 2 quarters since. The position peaked at $543K in Q2 2024. 740 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Alera Investment Advisors held 4,143 shares of iShares ESG Aware MSCI USA ETF worth $523K as of Q3 2024.
  • Alera Investment Advisors sold 406 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $49.3K.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #132 holding.
  • Alera Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $543K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.