Bank of Italy’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bank of Italy’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	-2,068,908	Closed	-$238M	–	10
2024 Q1	$238M	Hold	2,068,908	–	–	6.58%	5
2023 Q4	$217M	Hold	2,068,908	–	–	7.09%	5
2023 Q3	$194M	Hold	2,068,908	–	–	6.2%	6
2023 Q2	$202M	Hold	2,068,908	–	–	6.26%	6
2023 Q1	$187M	Hold	2,068,908	–	–	6.23%	6
2022 Q4	$175M	Hold	2,068,908	–	–	6.62%	6
2022 Q3	$164M	Hold	2,068,908	–	–	7.22%	6
2022 Q2	$174M	Hold	2,068,908	–	–	7.35%	6
2022 Q1	$210M	Hold	2,068,908	–	–	7.47%	6
2021 Q4	$223M	Hold	2,068,908	–	–	7.15%	6
2021 Q3	$204M	Hold	2,068,908	–	–	7.49%	6
2021 Q2	$204M	Buy	2,068,908 +1,259,330	+156%	+$120M	7.8%	6
2021 Q1	$73.6M	Hold	809,578	–	–	3.35%	6
2020 Q4	$69.6M	Hold	809,578	–	–	3.04%	7
2020 Q3	$61.7M	Hold	809,578	–	–	2.66%	7
2020 Q2	$56.7M	Buy	+809,578	New	+$53.3M	2.73%	8

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

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of Italy's ESGU Position: Q2 2024 in Review

Bank of Italy sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 2,068,908 shares — an estimated $238M sold.

Bank of Italy first reported a position in ESGU in Q2 2020 and held it in 16 quarters. The position peaked at $238M in Q1 2024. 747 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

Bank of Italy reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Bank of Italy sold 2,068,908 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $238M.
Bank of Italy first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 16 quarters.
Bank of Italy's iShares ESG Aware MSCI USA ETF position peaked at $238M in Q1 2024.
747 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Bank of Italy's 13F filing for Q2 2024, filed 18 Jul 2024.