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Institutional & Family Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Institutional & Family Asset 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 		$744K Sell
6,236
-198
-3% -$22.7K 0.11% 111
2024
Q1 		$740K Sell
6,434
-1,022
-14% -$112K 0.12% 107
2023
Q4 		$782K Sell
7,456
-386
-5% -$37.8K 0.13% 104
2023
Q3 		$736K Sell
7,842
-54
-0.7% -$5.29K 0.12% 102
2023
Q2 		$770K Buy
7,896
+8
+0.1% +$739 0.13% 101
2023
Q1 		$713K Sell
7,888
-248
-3% -$21.9K 0.12% 107
2022
Q4 		$690K Sell
8,136
-18
-0.2% -$1.54K 0.11% 105
2022
Q3 		$647K Sell
8,154
-120
-1% -$10.6K 0.11% 104
2022
Q2 		$694K Sell
8,274
-1,999
-19% -$183K 0.12% 101
2022
Q1 		$1.04M Sell
10,273
-592
-5% -$59.3K 0.16% 94
2021
Q4 		$1.17M Buy
10,865
+76
+0.7% +$7.97K 0.18% 88
2021
Q3 		$1.06M Buy
10,789
+1,107
+11% +$112K 0.17% 94
2021
Q2 		$953K Buy
9,682
+695
+8% +$66.5K 0.16% 99
2021
Q1 		$817K Sell
8,987
-1,117
-11% -$99.3K 0.16% 100
2020
Q4 		$869K Buy
10,104
+1,415
+16% +$115K 0.18% 92
2020
Q3 		$662K Sell
8,689
-163
-2% -$12.3K 0.15% 100
2020
Q2 		$620K Buy
8,852
+441
+5% +$29K 0.13% 104
2020
Q1 		$484K Sell
8,411
-613
-7% -$41.7K 0.11% 109
2019
Q4 		$644K Sell
9,024
-38
-0.4% -$2.59K 0.14% 110
2019
Q3 		$592K Sell
9,062
-114
-1% -$7.41K 0.13% 107
2019
Q2 		$592K Sell
9,176
-68
-0.7% -$4.31K 0.13% 105
2019
Q1 		$574K Buy
9,244
+5,103
+123% +$304K 0.12% 110
2018
Q4 		$227K Buy
+4,141
New +$245K 0.05% 154

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

Institutional & Family Asset Management's ESGU Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 3.1% in Q2 2024, selling an estimated $22.7K and leaving 6,236 shares worth $744K. The position accounts for 0.11% of the portfolio, ranked #111.

Institutional & Family Asset Management first reported a position in ESGU in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.17M in Q4 2021. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Institutional & Family Asset Management held 6,236 shares of iShares ESG Aware MSCI USA ETF worth $744K as of Q2 2024.
  • Institutional & Family Asset Management sold 198 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $22.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.11% of Institutional & Family Asset Management's portfolio in Q2 2024, its #111 holding.
  • Institutional & Family Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 23 quarters since.
  • Institutional & Family Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $1.17M in Q4 2021.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.