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Arrowroot Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Arrowroot Family Office’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
Q2 		– Sell
-4,653
Closed -$421K – 124
2023
Q1 		$421K Buy
+4,653
New +$411K 0.36% 72

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Arrowroot Family Office's ESGU Position: Q2 2023 in Review

Arrowroot Family Office sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 4,653 shares — an estimated $421K sold.

Arrowroot Family Office first reported a position in ESGU in Q1 2023 and held it in 1 quarter. The position peaked at $421K in Q1 2023. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Arrowroot Family Office reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Arrowroot Family Office sold 4,653 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $421K.
  • Arrowroot Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 1 quarter.
  • Arrowroot Family Office's iShares ESG Aware MSCI USA ETF position peaked at $421K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Arrowroot Family Office's 13F filing for Q2 2023, filed 17 Apr 2024.