Boston Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Boston Financial Management’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 Q4	$1.18M	Hold	9,155	–	–	0.04%	183
2024 Q3	$1.16M	Sell	9,155 -607	-6%	-$73.7K	0.03%	181
2024 Q2	$1.16M	Hold	9,762	–	–	0.04%	183
2024 Q1	$1.12M	Sell	9,762 -359	-4%	-$39.3K	0.04%	187
2023 Q4	$1.06M	Sell	10,121 -1,178	-10%	-$115K	0.04%	184
2023 Q3	$1.06M	Sell	11,299 -511	-4%	-$50K	0.04%	172
2023 Q2	$1.15M	Buy	11,810 +87	+0.7%	+$8.03K	0.04%	176
2023 Q1	$1.06M	Sell	11,723 -4,945	-30%	-$437K	0.04%	171
2022 Q4	$1.41M	Sell	16,668 -518	-3%	-$44.2K	0.06%	154
2022 Q3	$1.36M	Sell	17,186 -885	-5%	-$78.4K	0.06%	150
2022 Q2	$1.52M	Buy	18,071 +5,861	+48%	+$535K	0.07%	133
2022 Q1	$1.24M	Buy	12,210 +640	+6%	+$64.1K	0.05%	151
2021 Q4	$1.25M	Hold	11,570	–	–	0.05%	138
2021 Q3	$1.14M	Buy	+11,570	New	+$1.17M	0.05%	135

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Financial Management's ESGU Position: Q4 2024 in Review

Boston Financial Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2024 at 9,155 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #183.

Boston Financial Management first reported a position in ESGU in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.52M in Q2 2022. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Boston Financial Management held 9,155 shares of iShares ESG Aware MSCI USA ETF worth $1.18M as of Q4 2024.
Boston Financial Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2024.
iShares ESG Aware MSCI USA ETF made up 0.04% of Boston Financial Management's portfolio in Q4 2024, its #183 holding.
Boston Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and has held it in 14 quarters since.
Boston Financial Management's iShares ESG Aware MSCI USA ETF position peaked at $1.52M in Q2 2022.
788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.