PCWA
ESGU icon

Pacific Capital Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		– Sell
-874
Closed -$100K – 594
2024
Q1 		$100K Buy
+874
New +$95.8K 0.02% 96

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Pacific Capital Wealth Advisors's ESGU Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 874 shares — an estimated $100K sold.

Pacific Capital Wealth Advisors first reported a position in ESGU in Q1 2024 and held it in 1 quarter. The position peaked at $100K in Q1 2024. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 874 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $100K.
  • Pacific Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $100K in Q1 2024.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.