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M Holdings Securities’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-2,353
Closed -$281K – 171
2024
Q2 		$281K Buy
+2,353
New +$270K 0.04% 241
2023
Q1 		– Sell
-2,414
Closed -$205K – 507
2022
Q4 		$205K Buy
+2,414
New +$206K 0.02% 418

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

M Holdings Securities's ESGU Position: Q3 2024 in Review

M Holdings Securities sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 2,353 shares — an estimated $281K sold.

M Holdings Securities first reported a position in ESGU in Q4 2022 and held it in 2 quarters. The position peaked at $281K in Q2 2024. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • M Holdings Securities reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 2,353 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $281K.
  • M Holdings Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • M Holdings Securities's iShares ESG Aware MSCI USA ETF position peaked at $281K in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.