Lake Street Advisors Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lake Street Advisors Group’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 Q4	$9.81M	Buy	76,134 +22,838	+43%	+$2.96M	0.45%	41
2024 Q3	$6.72M	Buy	53,296 +101	+0.2%	+$12.3K	0.31%	54
2024 Q2	$6.35M	Buy	53,195 +249	+0.5%	+$28.6K	0.31%	55
2024 Q1	$6.09M	Buy	52,946 +18,268	+53%	+$2M	0.28%	57
2023 Q4	$3.64M	Buy	34,678 +258	+0.7%	+$25.3K	0.18%	83
2023 Q3	$3.23M	Hold	34,420	–	–	0.19%	83
2023 Q2	$3.35M	Buy	34,420 +1,884	+6%	+$174K	0.19%	79
2023 Q1	$2.94M	Buy	32,536 +174	+0.5%	+$15.4K	0.18%	79
2022 Q4	$2.74M	Sell	32,362 -13,613	-30%	-$1.16M	0.18%	86
2022 Q3	$3.65M	Buy	45,975 +1,752	+4%	+$155K	0.26%	60
2022 Q2	$3.71M	Buy	44,223 +3,196	+8%	+$292K	0.26%	56
2022 Q1	$4.16M	Buy	41,027 +2,983	+8%	+$299K	0.26%	57
2021 Q4	$4.11M	Buy	38,044 +112	+0.3%	+$11.8K	0.26%	61
2021 Q3	$3.73M	Buy	37,932 +120	+0.3%	+$12.2K	0.4%	41
2021 Q2	$3.86M	Buy	+37,812	New	+$3.62M	0.29%	49

Other funds holding ESGU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Street Advisors Group's ESGU Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 43% in Q4 2024, buying an estimated $2.96M and bringing the position to 76,134 shares worth $9.81M. The position accounts for 0.45% of the portfolio, ranked #41.

Lake Street Advisors Group first reported a position in ESGU in Q2 2021 and has held it in 15 quarters since. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

Lake Street Advisors Group held 76,134 shares of iShares ESG Aware MSCI USA ETF worth $9.81M as of Q4 2024.
Lake Street Advisors Group bought 22,838 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $2.96M.
iShares ESG Aware MSCI USA ETF made up 0.45% of Lake Street Advisors Group's portfolio in Q4 2024, its #41 holding.
Lake Street Advisors Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 15 quarters since.
788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.