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Hart & Patterson Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hart & Patterson Financial Group’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 		$5.28M Sell
40,991
-2,750
-6% -$356K 2.57% 13
2024
Q3 		$5.52M Sell
43,741
-361
-0.8% -$43.8K 2.61% 13
2024
Q2 		$5.26M Sell
44,102
-3,165
-7% -$364K 2.61% 14
2024
Q1 		$5.43M Sell
47,267
-16,875
-26% -$1.85M 2.69% 13
2023
Q4 		$6.73M Buy
+64,142
New +$6.28M 3.5% 8

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hart & Patterson Financial Group's ESGU Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6.3% in Q4 2024, selling an estimated $356K and leaving 40,991 shares worth $5.28M. The position accounts for 2.57% of the portfolio, ranked #13.

Hart & Patterson Financial Group first reported a position in ESGU in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.73M in Q4 2023. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Hart & Patterson Financial Group held 40,991 shares of iShares ESG Aware MSCI USA ETF worth $5.28M as of Q4 2024.
  • Hart & Patterson Financial Group sold 2,750 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $356K.
  • iShares ESG Aware MSCI USA ETF made up 2.57% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #13 holding.
  • Hart & Patterson Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $6.73M in Q4 2023.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.