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Coppell Advisory Solutions Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Coppell Advisory Solutions 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
Q1 		$301K Buy
+2,617
New +$287K 0.06% 191
2023
Q1 		– Sell
-16
Closed -$1.36K – 469
2022
Q4 		$1.36K Buy
+16
New +$1.36K ﹤0.01% 905

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 $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coppell Advisory Solutions Corp's ESGU Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024: 2,617 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #191 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in ESGU as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in ESGU in Q4 2022 and has held it in 2 quarters since. 738 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Coppell Advisory Solutions Corp held 2,617 shares of iShares ESG Aware MSCI USA ETF worth $301K as of Q1 2024.
  • iShares ESG Aware MSCI USA ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • iShares ESG Aware MSCI USA ETF made up 0.06% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #191 holding.
  • Coppell Advisory Solutions Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 2 quarters since.
  • 738 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.