CPRC
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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 $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return