Interchange Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Interchange Capital Partners’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	-15,313	Closed	-$1.61M	–	169
2023 Q4	$1.61M	Buy	15,313 +150	+1%	+$14.7K	1.21%	19
2023 Q3	$1.42M	Sell	15,163 -3,198	-17%	-$313K	1.13%	23
2023 Q2	$1.79M	Buy	18,361 +3,341	+22%	+$309K	1.37%	19
2023 Q1	$1.36M	Sell	15,020 -12,704	-46%	-$1.12M	0.74%	34
2022 Q4	$2.35M	Buy	27,724 +1,483	+6%	+$127K	2.4%	8
2022 Q3	$2.08M	Buy	26,241 +8,137	+45%	+$721K	2.29%	6
2022 Q2	$1.52M	Buy	18,104 +15,050	+493%	+$1.37M	1.71%	13
2022 Q1	$309K	Buy	3,054 +440	+17%	+$44.1K	0.32%	109
2021 Q4	$282K	Buy	+2,614	New	+$274K	0.28%	118

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Interchange Capital Partners's ESGU Position: Q1 2024 in Review

Interchange Capital Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 15,313 shares — an estimated $1.61M sold.

Interchange Capital Partners first reported a position in ESGU in Q4 2021 and held it in 9 quarters. The position peaked at $2.35M in Q4 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

Interchange Capital Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Interchange Capital Partners sold 15,313 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $1.61M.
Interchange Capital Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 9 quarters.
Interchange Capital Partners's iShares ESG Aware MSCI USA ETF position peaked at $2.35M in Q4 2022.
741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Interchange Capital Partners's 13F filing for Q1 2024, filed 8 May 2024.