Aspire Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aspire Wealth Management’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	$62.5K	Buy	495 +35	+8%	+$4.25K	0.03%	138
2024 Q2	$54.9K	Sell	460 -162	-26%	-$18.6K	0.03%	132
2024 Q1	$71.5K	Sell	622 -7,510	-92%	-$823K	0.04%	127
2023 Q4	$853K	Sell	8,132 -48	-0.6%	-$4.7K	0.58%	35
2023 Q3	$768K	Sell	8,180 -2,381	-23%	-$233K	0.58%	37
2023 Q2	$1.03M	Buy	10,561 +262	+3%	+$24.2K	0.78%	28
2023 Q1	$932K	Sell	10,299 -19,187	-65%	-$1.7M	0.76%	30
2022 Q4	$2.5M	Sell	29,486 -1,708	-5%	-$146K	2.18%	16
2022 Q3	$2.48M	Sell	31,194 -4,493	-13%	-$398K	2.34%	16
2022 Q2	$2.99M	Buy	35,687 +4,203	+13%	+$384K	2.76%	13
2022 Q1	$3.19M	Buy	31,484 +3,888	+14%	+$389K	2.53%	16
2021 Q4	$2.98M	Buy	+27,596	New	+$2.9M	2.41%	13

Other funds holding ESGU

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspire Wealth Management's ESGU Position: Q3 2024 in Review

Aspire Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7.6% in Q3 2024, buying an estimated $4.25K and bringing the position to 495 shares worth $62.5K. The position accounts for 0.03% of the portfolio, ranked #138.

Aspire Wealth Management first reported a position in ESGU in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.19M in Q1 2022. 739 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

Aspire Wealth Management held 495 shares of iShares ESG Aware MSCI USA ETF worth $62.5K as of Q3 2024.
Aspire Wealth Management bought 35 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $4.25K.
iShares ESG Aware MSCI USA ETF made up 0.03% of Aspire Wealth Management's portfolio in Q3 2024, its #138 holding.
Aspire Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $3.19M in Q1 2022.
739 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.