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

Prairie 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
Q3 		– Sell
-3,696
Closed -$441K – 150
2024
Q2 		$441K Sell
3,696
-9,396
-72% -$1.08M 0.22% 80
2024
Q1 		$1.51M Buy
+13,092
New +$1.43M 0.71% 25

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Prairie Wealth Advisors's ESGU Position: Q3 2024 in Review

Prairie Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 3,696 shares — an estimated $441K sold.

Prairie Wealth Advisors first reported a position in ESGU in Q1 2024 and held it in 2 quarters. The position peaked at $1.51M in Q1 2024. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Prairie Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Prairie Wealth Advisors sold 3,696 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $441K.
  • Prairie Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 2 quarters.
  • Prairie Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.51M in Q1 2024.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Prairie Wealth Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.