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

FinTrust Capital 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
Q3 		$26.9K Hold
213
– – ﹤0.01% 750
2024
Q2 		$25.4K Buy
213
+113
+113% +$13K ﹤0.01% 712
2024
Q1 		$11.5K Sell
100
-1,100
-92% -$121K ﹤0.01% 838
2023
Q4 		$126K Buy
1,200
+31
+3% +$3.04K 0.03% 327
2023
Q3 		$110K Sell
1,169
-13,718
-92% -$1.34M 0.02% 323
2023
Q2 		$1.26M Hold
14,887
– – 0.3% 83
2023
Q1 		$1.26M Hold
14,887
– – 0.31% 79
2022
Q4 		$1.26M Sell
14,887
-3,685
-20% -$314K 0.3% 81
2022
Q3 		$1.53M Buy
18,572
+667
+4% +$59.1K 0.39% 62
2022
Q2 		$1.58M Sell
17,905
-1,463
-8% -$134K 0.39% 62
2022
Q1 		$1.96M Sell
19,368
-67
-0.3% -$6.71K 0.45% 50
2021
Q4 		$2.1M Buy
19,435
+3,368
+21% +$353K 0.5% 49
2021
Q3 		$1.58M Sell
16,067
-684
-4% -$69.3K 0.42% 57
2021
Q2 		$1.65M Sell
16,751
-556
-3% -$53.2K 0.43% 58
2021
Q1 		$1.57M Sell
17,307
-5,223
-23% -$464K 0.45% 56
2020
Q4 		$1.94M Buy
22,530
+5,103
+29% +$414K 0.62% 42
2020
Q3 		$1.33M Sell
17,427
-874
-5% -$65.8K 0.26% 62
2020
Q2 		$1.28M Buy
18,301
+7,880
+76% +$519K 0.51% 54
2020
Q1 		$599K Buy
+10,421
New +$709K 0.29% 70

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FinTrust Capital Advisors's ESGU Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2024 at 213 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

FinTrust Capital Advisors first reported a position in ESGU in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2021. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • FinTrust Capital Advisors held 213 shares of iShares ESG Aware MSCI USA ETF worth $26.9K as of Q3 2024.
  • FinTrust Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2024.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #750 holding.
  • FinTrust Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 19 quarters since.
  • FinTrust Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.1M in Q4 2021.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.