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

Peninsula Wealth’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
Q1 		– Sell
-3,718
Closed -$390K – 94
2023
Q4 		$390K Sell
3,718
-45
-1% -$4.41K 0.08% 66
2023
Q3 		$347K Buy
3,763
+16
+0.4% +$1.57K 0.08% 60
2023
Q2 		$365K Buy
3,747
+12
+0.3% +$1.11K 0.1% 51
2023
Q1 		$338K Buy
3,735
+20
+0.5% +$1.77K 0.1% 50
2022
Q4 		$315K Sell
3,715
-57
-2% -$4.86K 0.1% 49
2022
Q3 		$300K Buy
3,772
+24
+0.6% +$2.13K 0.11% 49
2022
Q2 		$314K Buy
3,748
+13
+0.3% +$1.19K 0.11% 44
2022
Q1 		$379K Buy
3,735
+11
+0.3% +$1.1K 0.11% 43
2021
Q4 		$402K Buy
+3,724
New +$391K 0.11% 45

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return