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Cahill Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cahill Financial Advisors’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
-17,328
Closed -$1.82M – 264
2023
Q4 		$1.82M Sell
17,328
-854
-5% -$83.6K 0.27% 77
2023
Q3 		$1.71M Sell
18,182
-779
-4% -$76.3K 0.28% 75
2023
Q2 		$1.85M Sell
18,961
-169,013
-90% -$15.6M 0.3% 72
2023
Q1 		$17M Sell
187,974
-12,988
-6% -$1.15M 3.02% 5
2022
Q4 		$17M Sell
200,962
-66,051
-25% -$5.63M 3.27% 4
2022
Q3 		$21.2M Sell
267,013
-2,574
-1% -$228K 4.47% 2
2022
Q2 		$22.6M Buy
269,587
+29,775
+12% +$2.72M 4.81% 1
2022
Q1 		$24.3M Buy
239,812
+123,384
+106% +$12.4M 4.57% 1
2021
Q4 		$12.6M Buy
116,428
+38,822
+50% +$4.07M 2.43% 10
2021
Q3 		$7.64M Buy
77,606
+55,730
+255% +$5.65M 1.57% 15
2021
Q2 		$2.15M Buy
21,876
+7,464
+52% +$714K 0.48% 51
2021
Q1 		$1.31M Buy
+14,412
New +$1.28M 0.32% 70

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 22.96% 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 $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cahill Financial Advisors's ESGU Position: Q1 2024 in Review

Cahill Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 17,328 shares — an estimated $1.82M sold.

Cahill Financial Advisors first reported a position in ESGU in Q1 2021 and held it in 12 quarters. The position peaked at $24.3M in Q1 2022. 739 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Cahill Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 17,328 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $1.82M.
  • Cahill Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 12 quarters.
  • Cahill Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $24.3M in Q1 2022.
  • 739 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Cahill Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.