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First Trust Direct Indexing’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-4,955
Closed -$625K – 301
2024
Q3 		$625K Buy
4,955
+1,414
+40% +$172K 0.03% 479
2024
Q2 		$423K Sell
3,541
-50
-1% -$5.74K 0.03% 544
2024
Q1 		$413K Buy
+3,591
New +$393K 0.03% 525

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

First Trust Direct Indexing's ESGU Position: Q4 2024 in Review

First Trust Direct Indexing sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 4,955 shares — an estimated $625K sold.

First Trust Direct Indexing first reported a position in ESGU in Q1 2024 and held it in 3 quarters. The position peaked at $625K in Q3 2024. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • First Trust Direct Indexing reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,955 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $625K.
  • First Trust Direct Indexing first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 3 quarters.
  • First Trust Direct Indexing's iShares ESG Aware MSCI USA ETF position peaked at $625K in Q3 2024.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.