JP Morgan Private Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$82.1M	Buy	873,962 +20,687	+2%	+$2.03M	0.23%	100
2023 Q2	$83.2M	Sell	853,275 -2,769	-0.3%	-$256K	0.43%	50
2023 Q1	$77.4M	Buy	856,044 +55,737	+7%	+$4.93M	0.16%	129
2022 Q4	$67.8M	Buy	800,307 +741,760	+1,267%	+$63.3M	0.15%	143
2022 Q3	$4.65M	Buy	58,547 +49,122	+521%	+$4.35M	0.01%	576
2022 Q2	$791K	Buy	9,425 +5,368	+132%	+$490K	﹤0.01%	1256
2022 Q1	$411K	Sell	4,057 -5,548	-58%	-$556K	﹤0.01%	1616
2021 Q4	$1.04M	Buy	9,605 +1,527	+19%	+$160K	﹤0.01%	1225
2021 Q3	$795K	Buy	+8,078	New	+$819K	﹤0.01%	1310
2021 Q1	–	Sell	-2,446	Closed	-$210K	–	1761
2020 Q4	$210K	Buy	+2,446	New	+$199K	﹤0.01%	1633

Other funds holding ESGU

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESGU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.4% in Q3 2023, buying an estimated $2.03M and bringing the position to 873,962 shares worth $82.1M. The position accounts for 0.23% of the portfolio, ranked #100.

JP Morgan Private Wealth Advisors first reported a position in ESGU in Q4 2020 and has held it in 10 quarters since. The position peaked at $83.2M in Q2 2023. 700 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

JP Morgan Private Wealth Advisors held 873,962 shares of iShares ESG Aware MSCI USA ETF worth $82.1M as of Q3 2023.
JP Morgan Private Wealth Advisors bought 20,687 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $2.03M.
iShares ESG Aware MSCI USA ETF made up 0.23% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #100 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 10 quarters since.
JP Morgan Private Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $83.2M in Q2 2023.
700 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.