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Beverly Hills Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Beverly Hills Private Wealth’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
Q1 		– Sell
-4,317
Closed -$453K – 364
2023
Q4 		$453K Sell
4,317
-448
-9% -$43.9K 0.12% 187
2023
Q3 		$447K Sell
4,765
-5,635
-54% -$552K 0.13% 163
2023
Q2 		$1.02M Buy
10,400
+4,119
+66% +$380K 0.17% 132
2023
Q1 		$568K Sell
6,281
-3,291
-34% -$291K 0.18% 131
2022
Q4 		$811K Buy
+9,572
New +$817K 0.35% 81

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beverly Hills Private Wealth's ESGU Position: Q1 2024 in Review

Beverly Hills Private Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 4,317 shares — an estimated $453K sold.

Beverly Hills Private Wealth first reported a position in ESGU in Q4 2022 and held it in 5 quarters. The position peaked at $1.02M in Q2 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Beverly Hills Private Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,317 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $453K.
  • Beverly Hills Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 5 quarters.
  • Beverly Hills Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $1.02M in Q2 2023.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.