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Consolidated Portfolio Review Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Consolidated Portfolio Review Corp’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
-2,302
Closed -$290K – 378
2024
Q3 		$290K Sell
2,302
-270
-10% -$32.8K 0.06% 253
2024
Q2 		$307K Buy
2,572
+29
+1% +$3.33K 0.07% 232
2024
Q1 		$292K Hold
2,543
– – 0.08% 214
2023
Q4 		$267K Sell
2,543
-29
-1% -$2.84K 0.06% 247
2023
Q3 		$242K Buy
2,572
+30
+1% +$2.94K 0.06% 270
2023
Q2 		$248K Buy
2,542
+79
+3% +$7.29K 0.06% 266
2023
Q1 		$223K Buy
+2,463
New +$218K 0.06% 251

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

Consolidated Portfolio Review Corp's ESGU Position: Q4 2024 in Review

Consolidated Portfolio Review Corp sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 2,302 shares — an estimated $290K sold.

Consolidated Portfolio Review Corp first reported a position in ESGU in Q1 2023 and held it in 7 quarters. The position peaked at $307K in Q2 2024. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Consolidated Portfolio Review Corp reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,302 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $290K.
  • Consolidated Portfolio Review Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 7 quarters.
  • Consolidated Portfolio Review Corp's iShares ESG Aware MSCI USA ETF position peaked at $307K in Q2 2024.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2024, filed 27 Jan 2025.