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Idaho Trust Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Idaho Trust Bank’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 		– Sell
-22,506
Closed -$2.59M – 93
2024
Q1 		$2.59M Buy
+22,506
New +$2.47M 2.5% 9

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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

Idaho Trust Bank's ESGU Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 22,506 shares — an estimated $2.59M sold.

Idaho Trust Bank first reported a position in ESGU in Q1 2024 and held it in 1 quarter. The position peaked at $2.59M in Q1 2024. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 22,506 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $2.59M.
  • Idaho Trust Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares ESG Aware MSCI USA ETF position peaked at $2.59M in Q1 2024.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.