BC
ESGU icon

Barrett & Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Barrett & Company’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
-31
Closed -$3.56K – 606
2024
Q1 		$3.56K Hold
31
– – ﹤0.01% 516
2023
Q4 		$3.25K Hold
31
– – ﹤0.01% 507
2023
Q3 		$2.91K Hold
31
– – ﹤0.01% 518
2023
Q2 		$3.02K Hold
31
– – ﹤0.01% 503
2023
Q1 		$2.8K Hold
31
– – ﹤0.01% 488
2022
Q4 		$2.63K Hold
31
– – ﹤0.01% 499
2022
Q3 		$2.63K Buy
+31
New +$2.75K ﹤0.01% 499

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Barrett & Company's ESGU Position: Q2 2024 in Review

Barrett & Company sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 31 shares — an estimated $3.56K sold.

Barrett & Company first reported a position in ESGU in Q3 2022 and held it in 7 quarters. The position peaked at $3.56K in Q1 2024. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Barrett & Company reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Barrett & Company sold 31 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $3.56K.
  • Barrett & Company first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 7 quarters.
  • Barrett & Company's iShares ESG Aware MSCI USA ETF position peaked at $3.56K in Q1 2024.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Barrett & Company's 13F filing for Q2 2024, filed 25 Jul 2024.