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

Family Asset Management’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
Q3 		$38.7K Sell
307
-1
-0.3% -$121 0.02% 148
2024
Q2 		$36.8K Hold
308
– – 0.02% 152
2024
Q1 		$35.4K Hold
308
– – 0.02% 136
2023
Q4 		$32.3K Sell
308
-30
-9% -$2.94K 0.02% 137
2023
Q3 		$31.7K Sell
338
-40
-11% -$3.92K 0.02% 137
2023
Q2 		$36.8K Hold
378
– – 0.02% 142
2023
Q1 		$34.2K Sell
378
-2
-0.5% -$177 0.03% 139
2022
Q4 		$32.2K Buy
+380
New +$32.4K 0.03% 124

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Family Asset Management's ESGU Position: Q3 2024 in Review

Family Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.32% in Q3 2024, selling an estimated $121 and leaving 307 shares worth $38.7K. The position accounts for 0.02% of the portfolio, ranked #148.

Family Asset Management first reported a position in ESGU in Q4 2022 and has held it in 8 quarters since. 739 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Family Asset Management held 307 shares of iShares ESG Aware MSCI USA ETF worth $38.7K as of Q3 2024.
  • Family Asset Management sold 1 iShares ESG Aware MSCI USA ETF share in Q3 2024, an estimated $121.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Family Asset Management's portfolio in Q3 2024, its #148 holding.
  • Family Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and has held it in 8 quarters since.
  • 739 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.