Buckingham Strategic Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Buckingham Strategic 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 Q2	$1.01M	Buy	8,446 +787	+10%	+$90.4K	0.01%	331
2024 Q1	$881K	Sell	7,659 -740	-9%	-$81.1K	0.01%	357
2023 Q4	$881K	Buy	8,399 +2,946	+54%	+$289K	0.01%	343
2023 Q3	$512K	Buy	5,453 +205	+4%	+$20.1K	0.01%	413
2023 Q2	$511K	Buy	5,248 +2,297	+78%	+$212K	0.01%	415
2023 Q1	$250K	Hold	2,951	–	–	﹤0.01%	517
2022 Q4	$250K	Buy	2,951 +246	+9%	+$21K	﹤0.01%	519
2022 Q3	$215K	Buy	2,705 +260	+11%	+$23K	﹤0.01%	534
2022 Q2	$205K	Buy	+2,445	New	+$223K	﹤0.01%	554

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Buckingham Strategic Wealth's ESGU Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 10% in Q2 2024, buying an estimated $90.4K and bringing the position to 8,446 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #331.

Buckingham Strategic Wealth first reported a position in ESGU in Q2 2022 and has held it in 9 quarters since. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

Buckingham Strategic Wealth held 8,446 shares of iShares ESG Aware MSCI USA ETF worth $1.01M as of Q2 2024.
Buckingham Strategic Wealth bought 787 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $90.4K.
iShares ESG Aware MSCI USA ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #331 holding.
Buckingham Strategic Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 9 quarters since.
748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.