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Disciplined Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-459
Closed -$44.7K – 560
2023
Q2 		$44.7K Hold
459
– – 0.02% 209
2023
Q1 		$41.5K Hold
459
– – 0.02% 242
2022
Q4 		$38.9K Hold
459
– – 0.02% 229
2022
Q3 		$36K Hold
459
– – 0.02% 250
2022
Q2 		$39K Hold
459
– – 0.02% 243
2022
Q1 		$47K Hold
459
– – 0.02% 230
2021
Q4 		$50K Buy
+459
New +$48.2K 0.02% 208

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Disciplined Investments's ESGU Position: Q3 2023 in Review

Disciplined Investments sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 459 shares — an estimated $44.7K sold.

Disciplined Investments first reported a position in ESGU in Q4 2021 and held it in 7 quarters. The position peaked at $50K in Q4 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • Disciplined Investments reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 459 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $44.7K.
  • Disciplined Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 7 quarters.
  • Disciplined Investments's iShares ESG Aware MSCI USA ETF position peaked at $50K in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.