CT
ESGU icon

Cambridge Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cambridge Trust’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 		$2.86M Buy
24,913
+924
+4% +$101K 0.11% 106
2023
Q4 		$2.52M Sell
23,989
-53
-0.2% -$5.19K 0.1% 106
2023
Q3 		$2.26M Buy
24,042
+3,458
+17% +$339K 0.1% 107
2023
Q2 		$2.01M Buy
20,584
+5,102
+33% +$471K 0.09% 107
2023
Q1 		$1.4M Buy
15,482
+348
+2% +$30.8K 0.07% 123
2022
Q4 		$1.28M Buy
15,134
+4,231
+39% +$361K 0.06% 134
2022
Q3 		$866K Buy
10,903
+2,551
+31% +$226K 0.04% 150
2022
Q2 		$701K Sell
8,352
-14,628
-64% -$1.34M 0.03% 173
2022
Q1 		$2.33M Sell
22,980
-54
-0.2% -$5.41K 0.08% 121
2021
Q4 		$2.48M Buy
23,034
+2,397
+12% +$252K 0.08% 120
2021
Q3 		$2.03M Buy
20,637
+3,727
+22% +$378K 0.08% 109
2021
Q2 		$1.67M Sell
16,910
-12,055
-42% -$1.15M 0.06% 120
2021
Q1 		$2.63M Buy
+28,965
New +$2.57M 0.11% 100

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Cambridge Trust's ESGU Position: Q1 2024 in Review

Cambridge Trust increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.9% in Q1 2024, buying an estimated $101K and bringing the position to 24,913 shares worth $2.86M. The position accounts for 0.11% of the portfolio, ranked #106.

Cambridge Trust first reported a position in ESGU in Q1 2021 and has held it in 13 quarters since. 738 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Cambridge Trust held 24,913 shares of iShares ESG Aware MSCI USA ETF worth $2.86M as of Q1 2024.
  • Cambridge Trust bought 924 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $101K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Cambridge Trust's portfolio in Q1 2024, its #106 holding.
  • Cambridge Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 13 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.