ETrade Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$136M Buy
1,788,639
+335,374
+23% +$25.3M 2.54% 8
2020
Q2
$102M Buy
1,453,265
+791,895
+120% +$52.1M 2.12% 12
2020
Q1
$38M Buy
+661,370
New +$45M 0.97% 23

Other funds holding ESGU

ETrade Capital Management's ESGU Position: Q3 2020 in Review

ETrade Capital Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 23% in Q3 2020, buying an estimated $25.3M and bringing the position to 1,788,639 shares worth $136M. The position accounts for 2.54% of the portfolio, ranked #8.

ETrade Capital Management first reported a position in ESGU in Q1 2020 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

  • ETrade Capital Management held 1,788,639 shares of iShares ESG Aware MSCI USA ETF worth $136M as of Q3 2020.
  • ETrade Capital Management bought 335,374 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $25.3M.
  • iShares ESG Aware MSCI USA ETF made up 2.54% of ETrade Capital Management's portfolio in Q3 2020, its #8 holding.
  • ETrade Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.