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Householder Group Estate & Retirement Specialist’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Householder Group Estate & Retirement Specialist’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
-17
Closed -$2K – 736
2024
Q3 		$2K Hold
17
– – ﹤0.01% 1031
2024
Q2 		$2K Sell
17
-36
-68% -$4.13K ﹤0.01% 1059
2024
Q1 		$6.09K Buy
53
+28
+112% +$3.07K ﹤0.01% 905
2023
Q4 		$2K Hold
25
– – ﹤0.01% 985
2023
Q3 		$2.35K Buy
+25
New +$2.45K ﹤0.01% 1046
2023
Q1 		$9K Buy
+97
New +$8.58K ﹤0.01% 829
2022
Q4 		– Sell
-230
Closed -$18K – 537
2022
Q3 		$18K Buy
+230
New +$20.4K 0.01% 596

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

Householder Group Estate & Retirement Specialist's ESGU Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 17 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in ESGU in Q3 2022 and held it in 7 quarters. The position peaked at $18K in Q3 2022. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 17 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's iShares ESG Aware MSCI USA ETF position peaked at $18K in Q3 2022.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.