IMA Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-9,120	Closed	-$957K	–	74
2023 Q4	$957K	Hold	9,120	–	–	0.48%	53
2023 Q3	$856K	Hold	9,120	–	–	0.22%	98
2023 Q2	$889K	Buy	9,120 +535	+6%	+$49.4K	0.23%	98
2023 Q1	$777K	Buy	8,585 +4,585	+115%	+$405K	0.2%	99
2022 Q4	$339K	Buy	+4,000	New	+$341K	0.09%	122

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IMA Advisory Services's ESGU Position: Q1 2024 in Review

IMA Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 9,120 shares — an estimated $957K sold.

IMA Advisory Services first reported a position in ESGU in Q4 2022 and held it in 5 quarters. The position peaked at $957K in Q4 2023. 738 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

IMA Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
IMA Advisory Services sold 9,120 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $957K.
IMA Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 5 quarters.
IMA Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $957K in Q4 2023.
738 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on IMA Advisory Services's 13F filing for Q1 2024, filed 24 Apr 2024.