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Aspire Private Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-1,427
Closed -$180K – 311
2024
Q3 		$180K Sell
1,427
-34
-2% -$4.13K 0.04% 167
2024
Q2 		$174K Sell
1,461
-559
-28% -$64.2K 0.04% 161
2024
Q1 		$232K Sell
2,020
-1,045
-34% -$114K 0.06% 144
2023
Q4 		$322K Buy
3,065
+87
+3% +$8.52K 0.1% 117
2023
Q3 		$280K Sell
2,978
-2,990
-50% -$293K 0.09% 111
2023
Q2 		$582K Buy
5,968
+17
+0.3% +$1.57K 0.19% 89
2023
Q1 		$538K Sell
5,951
-10,594
-64% -$937K 0.18% 92
2022
Q4 		$1.4M Sell
16,545
-4,101
-20% -$350K 0.5% 37
2022
Q3 		$1.64M Sell
20,646
-1,797
-8% -$159K 0.62% 35
2022
Q2 		$1.88M Sell
22,443
-314
-1% -$28.7K 0.67% 33
2022
Q1 		$2.31M Sell
22,757
-140
-0.6% -$14K 0.74% 33
2021
Q4 		$2.47M Buy
22,897
+4,118
+22% +$432K 0.77% 34
2021
Q3 		$1.85M Sell
18,779
-1,720
-8% -$174K 0.62% 32
2021
Q2 		$2.02M Buy
20,499
+5,019
+32% +$480K 0.65% 31
2021
Q1 		$1.41M Buy
15,480
+5,611
+57% +$499K 0.49% 38
2020
Q4 		$849K Buy
9,869
+2,293
+30% +$186K 0.32% 54
2020
Q3 		$577K Buy
7,576
+387
+5% +$29.1K 0.24% 65
2020
Q2 		$503K Buy
+7,189
New +$473K 0.23% 61

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspire Private Capital's ESGU Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,427 shares — an estimated $180K sold.

Aspire Private Capital first reported a position in ESGU in Q2 2020 and held it in 18 quarters. The position peaked at $2.47M in Q4 2021. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Aspire Private Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1,427 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $180K.
  • Aspire Private Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 18 quarters.
  • Aspire Private Capital's iShares ESG Aware MSCI USA ETF position peaked at $2.47M in Q4 2021.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.