LNC
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Lincoln National Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-63,424
Closed -$7.29M – 335
2024
Q1 		$7.29M Sell
63,424
-6,841
-10% -$750K 0.11% 105
2023
Q4 		$7.37M Sell
70,265
-9,299
-12% -$911K 0.13% 96
2023
Q3 		$7.47M Buy
79,564
+2,618
+3% +$256K 0.15% 87
2023
Q2 		$7.5M Buy
76,946
+17,167
+29% +$1.59M 0.15% 88
2023
Q1 		$5.41M Buy
59,779
+4,133
+7% +$365K 0.11% 109
2022
Q4 		$4.72M Buy
55,646
+3,316
+6% +$283K 0.11% 121
2022
Q3 		$4.16M Sell
52,330
-124
-0.2% -$11K 0.1% 117
2022
Q2 		$4.4M Buy
52,454
+6,223
+13% +$568K 0.1% 111
2022
Q1 		$4.69M Buy
46,231
+941
+2% +$94.3K 0.1% 116
2021
Q4 		$4.89M Buy
45,290
+2,123
+5% +$223K 0.1% 110
2021
Q3 		$4.25M Sell
43,167
-303
-0.7% -$30.7K 0.09% 112
2021
Q2 		$4.28M Buy
43,470
+2,506
+6% +$240K 0.09% 116
2021
Q1 		$3.72M Sell
40,964
-77
-0.2% -$6.84K 0.09% 118
2020
Q4 		$3.53M Sell
41,041
-1,215
-3% -$98.7K 0.09% 118
2020
Q3 		$3.22M Buy
+42,256
New +$3.18M 0.1% 115

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Lincoln National Corp's ESGU Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 63,424 shares — an estimated $7.29M sold.

Lincoln National Corp first reported a position in ESGU in Q3 2020 and held it in 15 quarters. The position peaked at $7.5M in Q2 2023. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 63,424 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $7.29M.
  • Lincoln National Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 15 quarters.
  • Lincoln National Corp's iShares ESG Aware MSCI USA ETF position peaked at $7.5M in Q2 2023.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.