Level Four Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-2,887
Closed -$303K – 781
2024
Q1
$303K Hold
2,887
– – 0.02% 608
2023
Q4
$303K Sell
2,887
-387
-12% -$37.9K 0.02% 605
2023
Q3
$307K Buy
3,274
+649
+25% +$63.6K 0.02% 571
2023
Q2
$256K Buy
+2,625
New +$242K 0.02% 663
2021
Q3
– Sell
-17,617
Closed -$1.74M – 520
2021
Q2
$1.74M Buy
17,617
+713
+4% +$68.2K 0.12% 187
2021
Q1
$1.54M Buy
+16,904
New +$1.5M 0.12% 192

Other funds holding ESGU

Level Four Advisory Services's ESGU Position: Q2 2024 in Review

Level Four Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 2,887 shares — an estimated $303K sold.

Level Four Advisory Services first reported a position in ESGU in Q1 2021 and held it in 6 quarters. The position peaked at $1.74M in Q2 2021. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Level Four Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Level Four Advisory Services sold 2,887 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $303K.
  • Level Four Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 6 quarters.
  • Level Four Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $1.74M in Q2 2021.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.