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Criterion Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Criterion Capital 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 		$230K Hold
1,929
– – 0.14% 71
2024
Q3 		$230K Hold
1,929
– – 0.14% 71
2024
Q2 		$230K Sell
1,929
-222
-10% -$25.5K 0.14% 71
2024
Q1 		$247K Sell
2,151
-377
-15% -$41.3K 0.16% 69
2023
Q4 		$265K Buy
+2,528
New +$248K 0.19% 69

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
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 $871B 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 $530B AUM 22.01% 1-Year Est. Return

Criterion Capital Advisors's ESGU Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2024 at 1,929 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #71.

Criterion Capital Advisors first reported a position in ESGU in Q4 2023 and has held it in 5 quarters since. The position peaked at $265K in Q4 2023. 787 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Criterion Capital Advisors held 1,929 shares of iShares ESG Aware MSCI USA ETF worth $230K as of Q4 2024.
  • Criterion Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2024.
  • iShares ESG Aware MSCI USA ETF made up 0.14% of Criterion Capital Advisors's portfolio in Q4 2024, its #71 holding.
  • Criterion Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $265K in Q4 2023.
  • 787 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.