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JT Stratford LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

JT Stratford LLC’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 		– Sell
-2,826
Closed -$275K – 236
2023
Q2 		$275K Hold
2,826
– – 0.07% 205
2023
Q1 		$256K Sell
2,826
-5,470
-66% -$484K 0.07% 203
2022
Q4 		$703K Buy
+8,296
New +$708K 0.22% 110
2021
Q1 		– Sell
-4,081
Closed -$351K – 208
2020
Q4 		$351K Buy
4,081
+1,092
+37% +$88.7K 0.13% 124
2020
Q3 		$228K Buy
+2,989
New +$225K 0.1% 137

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

JT Stratford LLC's ESGU Position: Q3 2023 in Review

JT Stratford LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 2,826 shares — an estimated $275K sold.

JT Stratford LLC first reported a position in ESGU in Q3 2020 and held it in 5 quarters. The position peaked at $703K in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • JT Stratford LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • JT Stratford LLC sold 2,826 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $275K.
  • JT Stratford LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 5 quarters.
  • JT Stratford LLC's iShares ESG Aware MSCI USA ETF position peaked at $703K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on JT Stratford LLC's 13F filing for Q3 2023, filed 14 Nov 2023.