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Beacon Financial Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Beacon Financial Advisory’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 		– Sell
-2,385
Closed -$285K – 303
2024
Q2 		$285K Buy
2,385
+645
+37% +$74.1K 0.11% 220
2024
Q1 		$200K Sell
1,740
-2,591
-60% -$284K 0.1% 230
2023
Q4 		$454K Sell
4,331
-314
-7% -$30.8K 0.22% 131
2023
Q3 		$436K Sell
4,645
-1,774
-28% -$174K 0.24% 128
2023
Q2 		$626K Buy
6,419
+217
+3% +$20K 0.36% 91
2023
Q1 		$561K Sell
6,202
-9,679
-61% -$856K 0.36% 95
2022
Q4 		$1.35M Sell
15,881
-594
-4% -$50.7K 0.96% 21
2022
Q3 		$1.31M Buy
16,475
+594
+4% +$52.6K 0.93% 28
2022
Q2 		$1.33M Sell
15,881
-581
-4% -$53.1K 0.76% 36
2022
Q1 		$1.67M Buy
16,462
+1,680
+11% +$168K 0.8% 30
2021
Q4 		$1.59M Buy
14,782
+975
+7% +$102K 0.74% 36
2021
Q3 		$1.36M Buy
13,807
+315
+2% +$31.9K 0.71% 33
2021
Q2 		$1.33M Buy
13,492
+1,444
+12% +$138K 0.71% 32
2021
Q1 		$1.09M Sell
12,048
-674
-5% -$59.9K 0.63% 39
2020
Q4 		$1.09M Buy
12,722
+3,106
+32% +$252K 0.71% 39
2020
Q3 		$732K Buy
9,616
+5,382
+127% +$405K 0.64% 44
2020
Q2 		$296K Buy
+4,234
New +$279K 0.32% 103

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Financial Advisory's ESGU Position: Q3 2024 in Review

Beacon Financial Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 2,385 shares — an estimated $285K sold.

Beacon Financial Advisory first reported a position in ESGU in Q2 2020 and held it in 17 quarters. The position peaked at $1.67M in Q1 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Beacon Financial Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,385 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $285K.
  • Beacon Financial Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 17 quarters.
  • Beacon Financial Advisory's iShares ESG Aware MSCI USA ETF position peaked at $1.67M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Beacon Financial Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.