Millburn Ridgefield Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Millburn Ridgefield 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 Q3	–	Sell	-16,622	Closed	-$1.98M	–	251
2024 Q2	$1.98M	Buy	+16,622	New	+$1.91M	0.05%	42
2024 Q1	–	Sell	-21,555	Closed	-$2.26M	–	185
2023 Q4	$2.26M	Buy	21,555 +17,672	+455%	+$1.73M	0.07%	45
2023 Q3	$365K	Sell	3,883 -15,071	-80%	-$1.48M	0.01%	49
2023 Q2	$1.85M	Buy	18,954 +14,078	+289%	+$1.3M	0.06%	46
2023 Q1	$441K	Buy	+4,876	New	+$431K	0.02%	55
2022 Q2	–	Sell	-1,526	Closed	-$155K	–	116
2022 Q1	$155K	Buy	+1,526	New	+$153K	0.01%	86

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millburn Ridgefield Corp's ESGU Position: Q3 2024 in Review

Millburn Ridgefield Corp sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 16,622 shares — an estimated $1.98M sold.

Millburn Ridgefield Corp first reported a position in ESGU in Q1 2022 and held it in 6 quarters. The position peaked at $2.26M in Q4 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

Millburn Ridgefield Corp reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
Millburn Ridgefield Corp sold 16,622 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $1.98M.
Millburn Ridgefield Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 6 quarters.
Millburn Ridgefield Corp's iShares ESG Aware MSCI USA ETF position peaked at $2.26M in Q4 2023.
741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Millburn Ridgefield Corp's 13F filing for Q3 2024, filed 14 Nov 2024.