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FDx Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

FDx Advisors’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
Q1 		– Sell
-14,652
Closed -$1.54M – 446
2023
Q4 		$1.54M Buy
14,652
+1,166
+9% +$114K 0.12% 173
2023
Q3 		$1.27M Sell
13,486
-6,086
-31% -$596K 0.11% 185
2023
Q2 		$1.91M Sell
19,572
-16,819
-46% -$1.55M 0.1% 194
2023
Q1 		$3.08M Hold
36,391
– – 0.13% 151
2022
Q4 		$3.08M Buy
36,391
+6,598
+22% +$563K 0.13% 151
2022
Q3 		$2.37M Buy
29,793
+1,462
+5% +$129K 0.11% 169
2022
Q2 		$2.38M Buy
28,331
+7,552
+36% +$690K 0.09% 189
2022
Q1 		$2.11M Buy
20,779
+4,852
+30% +$486K 0.07% 205
2021
Q4 		$1.72M Buy
15,927
+643
+4% +$67.5K 0.05% 252
2021
Q3 		$1.5M Buy
15,284
+4,572
+43% +$463K 0.05% 262
2021
Q2 		$1.05M Sell
10,712
-474
-4% -$45.3K 0.04% 322
2021
Q1 		$1.02M Sell
11,186
-32,775
-75% -$2.91M 0.04% 293
2020
Q4 		$3.78M Buy
+43,961
New +$3.57M 0.16% 114

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FDx Advisors's ESGU Position: Q1 2024 in Review

FDx Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 14,652 shares — an estimated $1.54M sold.

FDx Advisors first reported a position in ESGU in Q4 2020 and held it in 13 quarters. The position peaked at $3.78M in Q4 2020. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • FDx Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 14,652 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $1.54M.
  • FDx Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 13 quarters.
  • FDx Advisors's iShares ESG Aware MSCI USA ETF position peaked at $3.78M in Q4 2020.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.