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First Pacific Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

First Pacific Financial’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
Q2 		– Sell
-22
Closed -$2.53K – 410
2024
Q1 		$2.53K Sell
22
-51
-70% -$5.59K ﹤0.01% 345
2023
Q4 		$7.66K Buy
73
+69
+1,725% +$6.76K ﹤0.01% 253
2023
Q3 		$376 Buy
+4
New +$392 ﹤0.01% 244

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
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

First Pacific Financial's ESGU Position: Q2 2024 in Review

First Pacific Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 22 shares — an estimated $2.53K sold.

First Pacific Financial first reported a position in ESGU in Q3 2023 and held it in 3 quarters. The position peaked at $7.66K in Q4 2023. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • First Pacific Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • First Pacific Financial sold 22 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $2.53K.
  • First Pacific Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 3 quarters.
  • First Pacific Financial's iShares ESG Aware MSCI USA ETF position peaked at $7.66K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on First Pacific Financial's 13F filing for Q2 2024, filed 19 Jul 2024.