Cantor Fitzgerald’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cantor Fitzgerald’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
2023 Q4	–	Sell	-6,547	Closed	-$615K	–	352
2023 Q3	$615K	Sell	6,547 -325	-5%	-$31.8K	0.02%	308
2023 Q2	$670K	Hold	6,872	–	–	0.02%	336
2023 Q1	$622K	Buy	6,872 +3,393	+98%	+$300K	0.01%	414
2022 Q4	$295K	Sell	3,479 -175	-5%	-$14.9K	0.01%	520
2022 Q3	$290K	Buy	3,654 +46	+1%	+$4.07K	0.01%	567
2022 Q2	$303K	Buy	+3,608	New	+$330K	0.01%	601

Other funds holding ESGU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Cantor Fitzgerald's ESGU Position: Q4 2023 in Review

Cantor Fitzgerald sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 6,547 shares — an estimated $615K sold.

Cantor Fitzgerald first reported a position in ESGU in Q2 2022 and held it in 6 quarters. The position peaked at $670K in Q2 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Cantor Fitzgerald reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Cantor Fitzgerald sold 6,547 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $615K.
Cantor Fitzgerald first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 6 quarters.
Cantor Fitzgerald's iShares ESG Aware MSCI USA ETF position peaked at $670K in Q2 2023.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Cantor Fitzgerald's 13F filing for Q4 2023, filed 14 Feb 2024.