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

CWA Asset Management Group’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 		$394K Buy
3,429
+34
+1% +$3.73K 0.02% 357
2023
Q4 		$356K Hold
3,395
– – 0.02% 303
2023
Q3 		$319K Hold
3,395
– – 0.02% 277
2023
Q2 		$331K Hold
3,395
– – 0.02% 263
2023
Q1 		$307K Hold
3,395
– – 0.02% 259
2022
Q4 		$288K Hold
3,395
– – 0.02% 265
2022
Q3 		$270K Hold
3,395
– – 0.03% 247
2022
Q2 		$285K Sell
3,395
-1,781
-34% -$163K 0.03% 238
2022
Q1 		$525K Hold
5,176
– – 0.04% 180
2021
Q4 		$558K Buy
+5,176
New +$543K 0.04% 179

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $501B AUM 22.01% 1-Year Est. Return