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Phillips Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Phillips Financial Management’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
Closed -$3.18K – 265
2024
Q3 		$3.18K Hold
25
– – ﹤0.01% 266
2024
Q2 		$3K Hold
25
– – ﹤0.01% 259
2024
Q1 		$2.88K Sell
25
-32
-56% -$3.51K ﹤0.01% 254
2023
Q4 		$5.99K Buy
+57
New +$5.58K ﹤0.01% 232

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phillips Financial Management's ESGU Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 25 shares — an estimated $3.18K sold.

Phillips Financial Management first reported a position in ESGU in Q4 2023 and held it in 4 quarters. The position peaked at $5.99K in Q4 2023. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Phillips Financial Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 25 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $3.18K.
  • Phillips Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 4 quarters.
  • Phillips Financial Management's iShares ESG Aware MSCI USA ETF position peaked at $5.99K in Q4 2023.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Phillips Financial Management's 13F filing for Q4 2024, filed 10 Feb 2025.