Prime Capital Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prime Capital Investment 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 Q1	–	Sell	-2,325	Closed	-$244K	–	1026
2023 Q4	$244K	Buy	+2,325	New	+$228K	﹤0.01%	809
2020 Q3	–	Sell	-2,652	Closed	-$186K	–	465
2020 Q2	$186K	Sell	2,652 -422	-14%	-$27.8K	0.02%	233
2020 Q1	$177K	Hold	3,074	–	–	0.02%	201
2019 Q4	$219K	Hold	3,074	–	–	0.03%	190
2019 Q3	$201K	Hold	3,074	–	–	0.03%	197
2019 Q2	$198K	Buy	+3,074	New	+$195K	0.04%	174

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prime Capital Investment Advisors's ESGU Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 2,325 shares — an estimated $244K sold.

Prime Capital Investment Advisors first reported a position in ESGU in Q2 2019 and held it in 6 quarters. The position peaked at $244K in Q4 2023. 738 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

Prime Capital Investment Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 2,325 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $244K.
Prime Capital Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2019 and held it in 6 quarters.
Prime Capital Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $244K in Q4 2023.
738 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.