Chilton Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Chilton Capital 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
2023 Q2	–	Sell	-20	Closed	-$1.81K	–	556
2023 Q1	$1.81K	Buy	+20	New	+$1.77K	﹤0.01%	520
2022 Q3	–	Sell	-68	Closed	-$6K	–	338
2022 Q2	$6K	Buy	+68	New	+$6.21K	﹤0.01%	521
2022 Q1	–	Sell	-491	Closed	-$53K	–	347
2021 Q4	$53K	Buy	+491	New	+$51.5K	﹤0.01%	327

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Chilton Capital Management's ESGU Position: Q2 2023 in Review

Chilton Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 20 shares — an estimated $1.81K sold.

Chilton Capital Management first reported a position in ESGU in Q4 2021 and held it in 3 quarters. The position peaked at $53K in Q4 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

Chilton Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Chilton Capital Management sold 20 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $1.81K.
Chilton Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 3 quarters.
Chilton Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $53K in Q4 2021.
704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Chilton Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.