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Aveo Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aveo Capital Partners’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
Q3 		– Sell
-2,597
Closed -$253K – 337
2023
Q2 		$253K Sell
2,597
-301
-10% -$27.8K 0.03% 299
2023
Q1 		$262K Sell
2,898
-3,733
-56% -$330K 0.04% 284
2022
Q4 		$562K Sell
6,631
-2,855
-30% -$244K 0.08% 173
2022
Q3 		$753K Sell
9,486
-196
-2% -$17.4K 0.13% 122
2022
Q2 		$812K Sell
9,682
-757
-7% -$69.2K 0.13% 127
2022
Q1 		$1.06M Buy
10,439
+308
+3% +$30.8K 0.19% 106
2021
Q4 		$1.09M Buy
10,131
+2,276
+29% +$239K 0.2% 105
2021
Q3 		$773K Buy
7,855
+3,184
+68% +$323K 0.16% 117
2021
Q2 		$460K Buy
4,671
+1,949
+72% +$186K 0.1% 172
2021
Q1 		$247K Buy
+2,722
New +$242K 0.06% 211

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Aveo Capital Partners's ESGU Position: Q3 2023 in Review

Aveo Capital Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 2,597 shares — an estimated $253K sold.

Aveo Capital Partners first reported a position in ESGU in Q1 2021 and held it in 10 quarters. The position peaked at $1.09M in Q4 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • Aveo Capital Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 2,597 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $253K.
  • Aveo Capital Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 10 quarters.
  • Aveo Capital Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.09M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.