Hilltop Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hilltop Wealth Advisors’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	-4,063	Closed	-$513K	–	52
2024 Q3	$513K	Hold	4,063	–	–	0.24%	37
2024 Q2	$485K	Sell	4,063 -110	-3%	-$12.6K	0.24%	35
2024 Q1	$480K	Sell	4,173 -356	-8%	-$39K	0.25%	35
2023 Q4	$475K	Sell	4,529 -1,132	-20%	-$111K	0.27%	30
2023 Q3	$532K	Sell	5,661 -252	-4%	-$24.7K	0.41%	25
2023 Q2	$576K	Sell	5,913 -979	-14%	-$90.4K	0.42%	24
2023 Q1	$623K	Sell	6,892 -331	-5%	-$29.3K	0.5%	25
2022 Q4	$612K	Buy	7,223 +1,018	+16%	+$86.8K	0.52%	24
2022 Q3	$493K	Buy	+6,205	New	+$549K	0.51%	25

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hilltop Wealth Advisors's ESGU Position: Q4 2024 in Review

Hilltop Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 4,063 shares — an estimated $513K sold.

Hilltop Wealth Advisors first reported a position in ESGU in Q3 2022 and held it in 9 quarters. The position peaked at $623K in Q1 2023. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Hilltop Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
Hilltop Wealth Advisors sold 4,063 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $513K.
Hilltop Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 9 quarters.
Hilltop Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $623K in Q1 2023.
788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Hilltop Wealth Advisors's 13F filing for Q4 2024, filed 8 Jan 2025.