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

Cardinal Strategic Wealth Guidance’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
-1,019
Closed -$95.7K – 79
2023
Q3 		$95.7K Hold
1,019
– – 0.04% 65
2023
Q2 		$99.3K Sell
1,019
-53
-5% -$4.89K 0.04% 63
2023
Q1 		$97K Sell
1,072
-66,381
-98% -$5.87M 0.05% 63
2022
Q4 		$5.72M Sell
67,453
-72,116
-52% -$6.15M 2.75% 9
2022
Q3 		$11.1M Buy
139,569
+5,386
+4% +$477K 5.89% 5
2022
Q2 		$11.3M Buy
134,183
+24,270
+22% +$2.22M 5.74% 5
2022
Q1 		$11.1M Buy
109,913
+11,291
+11% +$1.13M 5.11% 6
2021
Q4 		$10.6M Buy
98,622
+5,917
+6% +$621K 4.96% 5
2021
Q3 		$9.13M Buy
92,705
+8,036
+9% +$814K 4.78% 6
2021
Q2 		$8.34M Buy
84,669
+9,938
+13% +$951K 4.39% 6
2021
Q1 		$6.79M Buy
+74,731
New +$6.64M 3.98% 9

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's ESGU Position: Q4 2023 in Review

Cardinal Strategic Wealth Guidance sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 1,019 shares — an estimated $95.7K sold.

Cardinal Strategic Wealth Guidance first reported a position in ESGU in Q1 2021 and held it in 11 quarters. The position peaked at $11.3M in Q2 2022. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • Cardinal Strategic Wealth Guidance reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 1,019 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $95.7K.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 11 quarters.
  • Cardinal Strategic Wealth Guidance's iShares ESG Aware MSCI USA ETF position peaked at $11.3M in Q2 2022.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2023, filed 30 Jan 2024.