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Plan Group Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Plan Group Financial’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
2023
Q4 		– Sell
-2,650
Closed -$249K – 74
2023
Q3 		$249K Buy
+2,650
New +$260K 0.18% 60

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Plan Group Financial's ESGU Position: Q4 2023 in Review

Plan Group Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 2,650 shares — an estimated $249K sold.

Plan Group Financial first reported a position in ESGU in Q3 2023 and held it in 1 quarter. The position peaked at $249K in Q3 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • Plan Group Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Plan Group Financial sold 2,650 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $249K.
  • Plan Group Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and held it in 1 quarter.
  • Plan Group Financial's iShares ESG Aware MSCI USA ETF position peaked at $249K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Plan Group Financial's 13F filing for Q4 2023, filed 29 Jan 2024.