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Morningstar Investment Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Morningstar Investment Services’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
-25,569
Closed -$3.21M – 214
2024
Q3 		$3.21M Buy
25,569
+5,043
+25% +$612K 0.03% 157
2024
Q2 		$2.46M Sell
20,526
-3,497
-15% -$402K 0.03% 159
2024
Q1 		$2.76M Sell
24,023
-22,018
-48% -$2.41M 0.03% 149
2023
Q4 		$4.85M Buy
46,041
+35,105
+321% +$3.44M 0.03% 157
2023
Q3 		$1.03M Buy
10,936
+7,132
+187% +$698K 0.01% 174
2023
Q2 		$366K Buy
+3,804
New +$351K ﹤0.01% 210

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 $1.69B AUM 19.12% 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 $424B AUM 22.96% 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

Morningstar Investment Services's ESGU Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 25,569 shares — an estimated $3.21M sold.

Morningstar Investment Services first reported a position in ESGU in Q2 2023 and held it in 6 quarters. The position peaked at $4.85M in Q4 2023. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,569 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $3.21M.
  • Morningstar Investment Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and held it in 6 quarters.
  • Morningstar Investment Services's iShares ESG Aware MSCI USA ETF position peaked at $4.85M in Q4 2023.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.