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Cassaday & Co Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Cassaday & Co Wealth Management’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
Q4 		– Sell
-11,935
Closed -$357K – 323
2024
Q3 		$357K Buy
+11,935
New +$1.45M 0.01% 214

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cassaday & Co Wealth Management's ESGU Position: Q4 2024 in Review

Cassaday & Co Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 11,935 shares — an estimated $357K sold.

Cassaday & Co Wealth Management first reported a position in ESGU in Q3 2024 and held it in 1 quarter. The position peaked at $357K in Q3 2024. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Cassaday & Co Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 11,935 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $357K.
  • Cassaday & Co Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $357K in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Cassaday & Co Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.