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Arete Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arete Wealth 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
Q2 		– Sell
-12,483
Closed -$1.44M – 733
2024
Q1 		$1.44M Sell
12,483
-5,744
-32% -$629K 0.13% 169
2023
Q4 		$1.91M Buy
18,227
+15,440
+554% +$1.51M 0.15% 146
2023
Q3 		$262K Sell
2,787
-23,546
-89% -$2.31M 0.05% 376
2023
Q2 		$2.57M Sell
26,333
-2,695
-9% -$249K 0.23% 97
2023
Q1 		$2.63M Sell
29,028
-21,415
-42% -$1.89M 0.21% 96
2022
Q4 		$4.28M Buy
50,443
+1,156
+2% +$98.6K 0.37% 55
2022
Q3 		$3.91M Buy
49,287
+18,328
+59% +$1.62M 0.38% 52
2022
Q2 		$2.6M Sell
30,959
-4,872
-14% -$445K 0.26% 80
2022
Q1 		$3.63M Sell
35,831
-3,346
-9% -$335K 0.3% 70
2021
Q4 		$4.25M Buy
39,177
+309
+0.8% +$32.4K 0.36% 57
2021
Q3 		$3.83M Buy
38,868
+3,725
+11% +$377K 0.42% 49
2021
Q2 		$2.9M Buy
35,143
+902
+3% +$86.3K 0.41% 48
2021
Q1 		$3.11M Buy
34,241
+26,564
+346% +$2.36M 0.4% 57
2020
Q4 		$652K Buy
7,677
+2,372
+45% +$193K 0.09% 193
2020
Q3 		$403K Sell
5,305
-932
-15% -$70.2K 0.06% 247
2020
Q2 		$421K Buy
+6,237
New +$411K 0.07% 242

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $15.3B AUM 18.32% 1-Year Est. Return

Arete Wealth Advisors's ESGU Position: Q2 2024 in Review

Arete Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 12,483 shares — an estimated $1.44M sold.

Arete Wealth Advisors first reported a position in ESGU in Q2 2020 and held it in 16 quarters. The position peaked at $4.28M in Q4 2022. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Arete Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,483 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $1.44M.
  • Arete Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 16 quarters.
  • Arete Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $4.28M in Q4 2022.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Arete Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.