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Holt Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Holt Capital Partners’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
-1,750
Closed -$221K – 152
2024
Q3 		$221K Sell
1,750
-180
-9% -$21.9K 0.03% 152
2024
Q2 		$230K Hold
1,930
– – 0.05% 138
2024
Q1 		$222K Hold
1,930
– – 0.04% 155
2023
Q4 		$202K Buy
+1,930
New +$189K 0.04% 153
2022
Q2 		– Sell
-2,230
Closed -$226K – 159
2022
Q1 		$226K Sell
2,230
-365
-14% -$36.6K 0.04% 155
2021
Q4 		$280K Hold
2,595
– – 0.05% 145
2021
Q3 		$256K Hold
2,595
– – 0.05% 144
2021
Q2 		$256K Hold
2,595
– – 0.05% 145
2021
Q1 		$236K Hold
2,595
– – 0.05% 145
2020
Q4 		$223K Buy
+2,595
New +$211K 0.05% 141

Other funds holding ESGU

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JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $761B 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 $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return