Kure Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kure Advisory’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 Q4	–	Sell	-4,794	Closed	-$450K	–	111
2023 Q3	$450K	Buy	+4,794	New	+$470K	0.26%	50

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

Kure Advisory's ESGU Position: Q4 2023 in Review

Kure Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 4,794 shares — an estimated $450K sold.

Kure Advisory first reported a position in ESGU in Q3 2023 and held it in 1 quarter. The position peaked at $450K in Q3 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Kure Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Kure Advisory sold 4,794 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $450K.
Kure Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 1 quarter.
Kure Advisory's iShares ESG Aware MSCI USA ETF position peaked at $450K in Q3 2023.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Kure Advisory's 13F filing for Q4 2023, filed 12 Jan 2024.