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Howe & Rusling’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Howe & Rusling’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
-369
Closed -$46.5K – 425
2024
Q3 		$46.5K Buy
+369
New +$44.8K ﹤0.01% 304
2023
Q4 		– Sell
-448
Closed -$42.1K – 379
2023
Q3 		$42.1K Buy
448
+19
+4% +$1.86K 0.01% 261
2023
Q2 		$41.8K Buy
429
+13
+3% +$1.2K ﹤0.01% 267
2023
Q1 		$37.7K Buy
416
+23
+6% +$2.03K ﹤0.01% 254
2022
Q4 		$33.3K Sell
393
-66
-14% -$5.63K ﹤0.01% 253
2022
Q3 		$36K Sell
459
-89
-16% -$7.88K ﹤0.01% 347
2022
Q2 		$46K Buy
548
+201
+58% +$18.4K 0.01% 319
2022
Q1 		$35K Buy
347
+25
+8% +$2.5K ﹤0.01% 356
2021
Q4 		$35K Buy
+322
New +$33.8K ﹤0.01% 361

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Howe & Rusling's ESGU Position: Q4 2024 in Review

Howe & Rusling sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 369 shares — an estimated $46.5K sold.

Howe & Rusling first reported a position in ESGU in Q4 2021 and held it in 9 quarters. The position peaked at $46.5K in Q3 2024. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Howe & Rusling reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Howe & Rusling sold 369 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $46.5K.
  • Howe & Rusling first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 9 quarters.
  • Howe & Rusling's iShares ESG Aware MSCI USA ETF position peaked at $46.5K in Q3 2024.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Howe & Rusling's 13F filing for Q4 2024, filed 12 Feb 2025.