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Maxwell Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Maxwell Wealth Strategies’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 		$1.11M Hold
8,643
– – 0.45% 60
2024
Q3 		$1.1M Hold
8,643
– – 0.47% 63
2024
Q2 		$1.03M Sell
8,643
-52
-0.6% -$5.97K 0.51% 63
2024
Q1 		$997K Sell
8,695
-18,378
-68% -$2.01M 0.51% 62
2023
Q4 		$2.84M Buy
+27,073
New +$2.65M 1.86% 14

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Maxwell Wealth Strategies's ESGU Position: Q4 2024 in Review

Maxwell Wealth Strategies held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2024 at 8,643 shares worth $1.11M. The position accounts for 0.45% of the portfolio, ranked #60.

Maxwell Wealth Strategies first reported a position in ESGU in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.84M in Q4 2023. 787 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Maxwell Wealth Strategies held 8,643 shares of iShares ESG Aware MSCI USA ETF worth $1.11M as of Q4 2024.
  • Maxwell Wealth Strategies left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2024.
  • iShares ESG Aware MSCI USA ETF made up 0.45% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #60 holding.
  • Maxwell Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's iShares ESG Aware MSCI USA ETF position peaked at $2.84M in Q4 2023.
  • 787 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.