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Imprint Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Imprint Wealth’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 		$356K Buy
+3,106
New +$340K 0.09% 203

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Imprint Wealth's ESGU Position: Q1 2024 in Review

Imprint Wealth opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024: 3,106 shares worth $356K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings.

738 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Imprint Wealth held 3,106 shares of iShares ESG Aware MSCI USA ETF worth $356K as of Q1 2024.
  • iShares ESG Aware MSCI USA ETF was a new Imprint Wealth position in Q1 2024.
  • iShares ESG Aware MSCI USA ETF made up 0.09% of Imprint Wealth's portfolio in Q1 2024, its #203 holding.
  • 738 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.