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Crestone Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Crestone Asset 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
2024
Q2 		– Sell
-18,007
Closed -$2.07M – 27
2024
Q1 		$2.07M Hold
18,007
– – 0.42% 31
2023
Q4 		$1.89M Hold
18,007
– – 0.43% 33
2023
Q3 		$1.69M Hold
18,007
– – 0.4% 35
2023
Q2 		$1.75M Sell
18,007
-45
-0.2% -$4.16K 0.39% 38
2023
Q1 		$1.63M Buy
18,052
+6,910
+62% +$611K 0.35% 36
2022
Q4 		$944K Sell
11,142
-8,399
-43% -$717K 0.2% 48
2022
Q3 		$1.55M Sell
19,541
-8,148
-29% -$722K 0.39% 36
2022
Q2 		$2.32M Buy
27,689
+4,487
+19% +$410K 0.55% 30
2022
Q1 		$2.35M Sell
23,202
-5,432
-19% -$544K 0.49% 31
2021
Q4 		$3.09M Buy
28,634
+18,170
+174% +$1.91M 0.62% 29
2021
Q3 		$1.03M Buy
+10,464
New +$1.06M 0.23% 44

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Crestone Asset Management's ESGU Position: Q2 2024 in Review

Crestone Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 18,007 shares — an estimated $2.07M sold.

Crestone Asset Management first reported a position in ESGU in Q3 2021 and held it in 11 quarters. The position peaked at $3.09M in Q4 2021. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Crestone Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Crestone Asset Management sold 18,007 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $2.07M.
  • Crestone Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 11 quarters.
  • Crestone Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $3.09M in Q4 2021.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.