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HM Payson & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HM Payson & Co’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
-108
Closed -$10.1K – 987
2023
Q3 		$10.1K Hold
108
– – ﹤0.01% 817
2023
Q2 		$10.5K Buy
+108
New +$9.97K ﹤0.01% 796

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 22.96% 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

HM Payson & Co's ESGU Position: Q4 2023 in Review

HM Payson & Co sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 108 shares — an estimated $10.1K sold.

HM Payson & Co first reported a position in ESGU in Q2 2023 and held it in 2 quarters. The position peaked at $10.5K in Q2 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • HM Payson & Co reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 108 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $10.1K.
  • HM Payson & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and held it in 2 quarters.
  • HM Payson & Co's iShares ESG Aware MSCI USA ETF position peaked at $10.5K in Q2 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.