Daido Life Insurance Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Daido Life Insurance Company’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
2023 Q1	–	Sell	-161,823	Closed	-$13.7M	–	12
2022 Q4	$13.7M	Sell	161,823 -520,069	-76%	-$44.4M	1.29%	11
2022 Q3	$54.1M	Sell	681,892 -580,577	-46%	-$51.4M	5%	5
2022 Q2	$106M	Hold	1,262,469	–	–	8.5%	4
2022 Q1	$128M	Hold	1,262,469	–	–	7.68%	5
2021 Q4	$136M	Hold	1,262,469	–	–	7.51%	5
2021 Q3	$124M	Hold	1,262,469	–	–	7.53%	5
2021 Q2	$124M	Hold	1,262,469	–	–	7.53%	5
2021 Q1	$115M	Hold	1,262,469	–	–	7.5%	5
2020 Q4	$109M	Buy	1,262,469 +623,944	+98%	+$50.7M	7.77%	5
2020 Q3	$48.7M	Buy	+638,525	New	+$48.1M	4.5%	5

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Daido Life Insurance Company's ESGU Position: Q1 2023 in Review

Daido Life Insurance Company sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 161,823 shares — an estimated $13.7M sold.

Daido Life Insurance Company first reported a position in ESGU in Q3 2020 and held it in 10 quarters. The position peaked at $136M in Q4 2021. 700 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Daido Life Insurance Company reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Daido Life Insurance Company sold 161,823 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $13.7M.
Daido Life Insurance Company first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 10 quarters.
Daido Life Insurance Company's iShares ESG Aware MSCI USA ETF position peaked at $136M in Q4 2021.
700 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Daido Life Insurance Company's 13F filing for Q1 2023, filed 28 Apr 2023.