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Kelly Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kelly Financial Services’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
-163
Closed -$19.5K – 293
2024
Q2 		$19.5K Sell
163
-152
-48% -$17.5K 0.01% 332
2024
Q1 		$36.3K Sell
315
-1,027
-77% -$113K 0.01% 261
2023
Q4 		$141K Hold
1,342
– – 0.06% 117
2023
Q3 		$126K Sell
1,342
-2,521
-65% -$247K 0.06% 109
2023
Q2 		$377K Sell
3,863
-696
-15% -$64.3K 0.18% 64
2023
Q1 		$412K Sell
4,559
-8,638
-65% -$764K 0.21% 52
2022
Q4 		$1.12M Sell
13,197
-1,584
-11% -$135K 0.59% 28
2022
Q3 		$1.17M Buy
14,781
+114
+0.8% +$10.1K 0.69% 24
2022
Q2 		$1.23M Sell
14,667
-2,193
-13% -$200K 0.64% 23
2022
Q1 		$1.71M Buy
16,860
+636
+4% +$63.7K 0.77% 21
2021
Q4 		$1.75M Sell
16,224
-39
-0.2% -$4.09K 0.8% 16
2021
Q3 		$1.6M Buy
16,263
+2,754
+20% +$279K 0.9% 12
2021
Q2 		$1.33M Buy
13,509
+329
+2% +$31.5K 0.75% 12
2021
Q1 		$1.2M Buy
13,180
+6,121
+87% +$544K 0.74% 13
2020
Q4 		$607K Buy
7,059
+5,217
+283% +$424K 0.41% 13
2020
Q3 		$140K Buy
1,842
+1,628
+761% +$123K 0.1% 39
2020
Q2 		$15K Buy
+214
New +$14.1K 0.01% 193

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

Kelly Financial Services's ESGU Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 163 shares — an estimated $19.5K sold.

Kelly Financial Services first reported a position in ESGU in Q2 2020 and held it in 17 quarters. The position peaked at $1.75M in Q4 2021. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 163 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $19.5K.
  • Kelly Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 17 quarters.
  • Kelly Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $1.75M in Q4 2021.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.