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

Lineweaver Wealth 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
2024
Q4 		– Sell
-1,831
Closed -$231K – 136
2024
Q3 		$231K Sell
1,831
-759
-29% -$92.2K 0.04% 118
2024
Q2 		$309K Sell
2,590
-90,391
-97% -$10.4M 0.06% 111
2024
Q1 		$10.7M Sell
92,981
-717
-0.8% -$78.6K 2.54% 11
2023
Q4 		$9.83M Sell
93,698
-5,938
-6% -$582K 2.55% 11
2023
Q3 		$9.36M Sell
99,636
-3,102
-3% -$304K 2.72% 11
2023
Q2 		$10M Sell
102,738
-6,354
-6% -$587K 2.86% 10
2023
Q1 		$9.87M Sell
109,092
-233,523
-68% -$20.6M 3.03% 8
2022
Q4 		$29M Sell
342,615
-9,789
-3% -$835K 8.8% 2
2022
Q3 		$28M Sell
352,404
-1,764
-0.5% -$156K 9.08% 2
2022
Q2 		$29.7M Sell
354,168
-1,503
-0.4% -$137K 9.81% 2
2022
Q1 		$36M Buy
355,671
+7,438
+2% +$745K 10.3% 2
2021
Q4 		$37.6M Buy
348,233
+62,184
+22% +$6.52M 10.83% 2
2021
Q3 		$28.2M Buy
286,049
+25,870
+10% +$2.62M 8.59% 2
2021
Q2 		$25.6M Sell
260,179
-3,890
-1% -$372K 8.4% 2
2021
Q1 		$24M Sell
264,069
-30,168
-10% -$2.68M 8.51% 2
2020
Q4 		$25.3M Buy
294,237
+66,808
+29% +$5.42M 9.93% 1
2020
Q3 		$17.3M Buy
227,429
+68
+0% +$5.12K 7.74% 3
2020
Q2 		$15.9M Buy
227,361
+104,204
+85% +$6.86M 8.09% 4
2020
Q1 		$7.1M Buy
+123,157
New +$8.38M 4.46% 6

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lineweaver Wealth Advisors's ESGU Position: Q4 2024 in Review

Lineweaver Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,831 shares — an estimated $231K sold.

Lineweaver Wealth Advisors first reported a position in ESGU in Q1 2020 and held it in 19 quarters. The position peaked at $37.6M in Q4 2021. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Lineweaver Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 1,831 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $231K.
  • Lineweaver Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 19 quarters.
  • Lineweaver Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $37.6M in Q4 2021.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.