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Clear Point Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clear Point Advisors’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
-10
Closed -$1.32K – 238
2024
Q3 		$1.32K Hold
10
– – ﹤0.01% 466
2024
Q2 		$1.24K Hold
10
– – ﹤0.01% 466
2024
Q1 		$1.19K Hold
10
– – ﹤0.01% 462
2023
Q4 		$1.09K Buy
+10
New +$979 ﹤0.01% 449

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 22.96% 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

Clear Point Advisors's ESGU Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 10 shares — an estimated $1.32K sold.

Clear Point Advisors first reported a position in ESGU in Q4 2023 and held it in 4 quarters. The position peaked at $1.32K in Q3 2024. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $1.32K.
  • Clear Point Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.32K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.