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ETF Portfolio Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ETF Portfolio Partners’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 		– Sell
-2,169
Closed -$274K – 54
2024
Q3 		$274K Sell
2,169
-2,412
-53% -$293K 0.08% 49
2024
Q2 		$547K Sell
4,581
-4,747
-51% -$545K 0.17% 32
2024
Q1 		$1.07M Buy
9,328
+80
+0.9% +$8.77K 0.34% 27
2023
Q4 		$970K Buy
9,248
+15
+0.2% +$1.47K 0.33% 26
2023
Q3 		$867K Sell
9,233
-222
-2% -$21.7K 0.32% 25
2023
Q2 		$921K Buy
9,455
+529
+6% +$48.9K 0.33% 25
2023
Q1 		$807K Buy
8,926
+63
+0.7% +$5.57K 0.31% 28
2022
Q4 		$751K Buy
8,863
+69
+0.8% +$5.89K 0.32% 29
2022
Q3 		$698K Buy
8,794
+102
+1% +$9.03K 0.31% 29
2022
Q2 		$729K Buy
8,692
+27
+0.3% +$2.47K 0.31% 29
2022
Q1 		$878K Sell
8,665
-70
-0.8% -$7.01K 0.33% 26
2021
Q4 		$943K Buy
8,735
+3,841
+78% +$403K 0.36% 24
2021
Q3 		$482K Sell
4,894
-73
-1% -$7.4K 0.19% 32
2021
Q2 		$489K Sell
4,967
-207
-4% -$19.8K 0.2% 32
2021
Q1 		$470K Buy
5,174
+267
+5% +$23.7K 0.21% 29
2020
Q4 		$422K Hold
4,907
– – 0.19% 31
2020
Q3 		$374K Sell
4,907
-202
-4% -$15.2K 0.2% 30
2020
Q2 		$358K Buy
+5,109
New +$336K 0.2% 32

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

ETF Portfolio Partners's ESGU Position: Q4 2024 in Review

ETF Portfolio Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 2,169 shares — an estimated $274K sold.

ETF Portfolio Partners first reported a position in ESGU in Q2 2020 and held it in 18 quarters. The position peaked at $1.07M in Q1 2024. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • ETF Portfolio Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • ETF Portfolio Partners sold 2,169 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $274K.
  • ETF Portfolio Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 18 quarters.
  • ETF Portfolio Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.07M in Q1 2024.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on ETF Portfolio Partners's 13F filing for Q4 2024, filed 21 Jan 2025.