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L.J. Altfest & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-2,086
Closed -$219K – 317
2023
Q4 		$219K Buy
+2,086
New +$204K 0.03% 283

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

L.J. Altfest & Co's ESGU Position: Q1 2024 in Review

L.J. Altfest & Co sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 2,086 shares — an estimated $219K sold.

L.J. Altfest & Co first reported a position in ESGU in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • L.J. Altfest & Co reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,086 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $219K.
  • L.J. Altfest & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 1 quarter.
  • L.J. Altfest & Co's iShares ESG Aware MSCI USA ETF position peaked at $219K in Q4 2023.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on L.J. Altfest & Co's 13F filing for Q1 2024, filed 22 Apr 2024.