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LexAurum Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

LexAurum Advisors’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
Q3 		– Sell
-3,815
Closed -$372K – 290
2023
Q2 		$372K Buy
3,815
+89
+2% +$8.22K 0.11% 166
2023
Q1 		$337K Sell
3,726
-10,304
-73% -$911K 0.11% 170
2022
Q4 		$1.19M Sell
14,030
-2,600
-16% -$222K 0.43% 45
2022
Q3 		$1.32M Buy
16,630
+48
+0.3% +$4.25K 0.51% 40
2022
Q2 		$1.39M Buy
16,582
+266
+2% +$24.3K 0.52% 42
2022
Q1 		$1.65M Buy
16,316
+2,235
+16% +$224K 0.54% 41
2021
Q4 		$1.52M Sell
14,081
-7,079
-33% -$743K 0.49% 41
2021
Q3 		$2.08M Buy
21,160
+1,436
+7% +$146K 0.62% 41
2021
Q2 		$1.94M Buy
19,724
+200
+1% +$19.1K 0.58% 46
2021
Q1 		$1.77M Sell
19,524
-3,087
-14% -$274K 0.61% 44
2020
Q4 		$1.95M Buy
22,611
+8,068
+55% +$655K 0.7% 39
2020
Q3 		$1.11M Buy
14,543
+9,493
+188% +$715K 0.45% 51
2020
Q2 		$353K Buy
+5,050
New +$332K 0.19% 119

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

LexAurum Advisors's ESGU Position: Q3 2023 in Review

LexAurum Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 3,815 shares — an estimated $372K sold.

LexAurum Advisors first reported a position in ESGU in Q2 2020 and held it in 13 quarters. The position peaked at $2.08M in Q3 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • LexAurum Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • LexAurum Advisors sold 3,815 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $372K.
  • LexAurum Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 13 quarters.
  • LexAurum Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.08M in Q3 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on LexAurum Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.