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Israel Englander’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Israel Englander’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
Q3 		– Sell
-9,973
Closed -$1.19M – 6187
2024
Q2 		$1.19M Sell
9,973
-14,545
-59% -$1.67M ﹤0.01% 3983
2024
Q1 		$2.82M Buy
24,518
+16,436
+203% +$1.8M ﹤0.01% 3433
2023
Q4 		$848K Sell
8,082
-26,728
-77% -$2.62M ﹤0.01% 4283
2023
Q3 		$3.27M Sell
34,810
-42,472
-55% -$4.16M ﹤0.01% 3120
2023
Q2 		$7.53M Sell
77,282
-56,952
-42% -$5.26M ﹤0.01% 2299
2023
Q1 		$12.1M Buy
+134,234
New +$11.9M 0.01% 1773
2022
Q4 		– Sell
-34,169
Closed -$2.71M – 6679
2022
Q3 		$2.71M Buy
34,169
+7,752
+29% +$686K ﹤0.01% 3473
2022
Q2 		$2.22M Buy
26,417
+2,489
+10% +$227K ﹤0.01% 3603
2022
Q1 		$2.42M Buy
23,928
+2,689
+13% +$269K ﹤0.01% 3694
2021
Q4 		$2.29M Buy
+21,239
New +$2.23M ﹤0.01% 3654
2021
Q2 		– Sell
-3,221
Closed -$293K – 6656
2021
Q1 		$293K Buy
+3,221
New +$286K ﹤0.01% 5229
2020
Q4 		– Sell
-10,642
Closed -$811 – 5291
2020
Q3 		$811 Buy
+10,642
New +$802K ﹤0.01% 3280

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Israel Englander's ESGU Position: Q3 2024 in Review

Israel Englander sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 9,973 shares — an estimated $1.19M sold.

Israel Englander first reported a position in ESGU in Q3 2020 and held it in 12 quarters. The position peaked at $12.1M in Q1 2023. 740 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Israel Englander reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Israel Englander sold 9,973 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $1.19M.
  • Israel Englander first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 12 quarters.
  • Israel Englander's iShares ESG Aware MSCI USA ETF position peaked at $12.1M in Q1 2023.
  • 740 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.