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FNY Investment Advisers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-500
Closed -$46K – 540
2023
Q3 		$46K Buy
+500
New +$49K 0.03% 230

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

FNY Investment Advisers's ESGU Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 500 shares — an estimated $46K sold.

FNY Investment Advisers first reported a position in ESGU in Q3 2023 and held it in 1 quarter. The position peaked at $46K in Q3 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 500 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $46K.
  • FNY Investment Advisers first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares ESG Aware MSCI USA ETF position peaked at $46K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.