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Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Heritage Wealth Management (Arizona)’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 		$797K Sell
6,678
-542
-8% -$62.3K 0.44% 51
2024
Q1 		$830K Sell
7,220
-188
-3% -$20.6K 0.42% 52
2023
Q4 		$777K Buy
+7,408
New +$726K 0.42% 55
2022
Q4 		$2.81M Buy
33,108
+16,390
+98% +$1.4M 0.4% 44
2022
Q3 		$1.33M Sell
16,718
-1,238
-7% -$110K 0.43% 45
2022
Q2 		$1.51M Sell
17,956
-655
-4% -$59.8K 0.5% 42
2022
Q1 		$1.89M Buy
+18,611
New +$1.86M 0.51% 41
2021
Q3 		$2.5M Sell
25,409
-6,748
-21% -$684K 0.89% 19
2021
Q2 		$3.17M Sell
32,157
-16,236
-34% -$1.55M 1.2% 16
2021
Q1 		$4.4M Buy
+48,393
New +$4.3M 2.48% 4

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 $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return