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ICA Group Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ICA Group Wealth Management’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
Q2 		$840 Sell
7
-2,582
-100% -$297K ﹤0.01% 738
2024
Q1 		$298K Sell
2,589
-1,083
-29% -$119K 0.06% 228
2023
Q4 		$385K Sell
3,672
-245
-6% -$24K 0.09% 179
2023
Q3 		$368K Sell
3,917
-1,246
-24% -$122K 0.1% 163
2023
Q2 		$503K Buy
5,163
+1,686
+48% +$156K 0.13% 132
2023
Q1 		$315K Sell
3,477
-7,836
-69% -$693K 0.08% 190
2022
Q4 		$959K Sell
11,313
-327
-3% -$27.9K 0.23% 104
2022
Q3 		$924K Buy
11,640
+440
+4% +$39K 0.2% 120
2022
Q2 		$1.05M Sell
11,200
-31
-0.3% -$2.83K 0.2% 118
2022
Q1 		$1.03M Buy
+11,231
New +$1.12M 0.2% 121

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

ICA Group Wealth Management's ESGU Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 100% in Q2 2024, selling an estimated $297K and leaving 7 shares worth $840. The position accounts for ﹤0.01% of the portfolio, ranked #738.

ICA Group Wealth Management first reported a position in ESGU in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.05M in Q2 2022. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • ICA Group Wealth Management held 7 shares of iShares ESG Aware MSCI USA ETF worth $840 as of Q2 2024.
  • ICA Group Wealth Management sold 2,582 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $297K.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #738 holding.
  • ICA Group Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.05M in Q2 2022.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.