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Maiden Cove Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Maiden Cove Capital’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 		$401K Sell
3,109
-591
-16% -$76.6K 0.61% 43
2024
Q3 		$467K Sell
3,700
-2,278
-38% -$277K 0.73% 37
2024
Q2 		$686K Buy
+5,978
New +$687K 1.49% 19

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

Maiden Cove Capital's ESGU Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q4 2024, selling an estimated $76.6K and leaving 3,109 shares worth $401K. The position accounts for 0.61% of the portfolio, ranked #43.

Maiden Cove Capital first reported a position in ESGU in Q2 2024 and has held it in 3 quarters since. The position peaked at $686K in Q2 2024. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Maiden Cove Capital held 3,109 shares of iShares ESG Aware MSCI USA ETF worth $401K as of Q4 2024.
  • Maiden Cove Capital sold 591 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $76.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.61% of Maiden Cove Capital's portfolio in Q4 2024, its #43 holding.
  • Maiden Cove Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares ESG Aware MSCI USA ETF position peaked at $686K in Q2 2024.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.