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Professional Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Professional Financial 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
Q4 		– Sell
-2,076
Closed -$262K – 107
2024
Q3 		$262K Sell
2,076
-87
-4% -$10.6K 0.07% 92
2024
Q2 		$258K Sell
2,163
-352
-14% -$40.4K 0.07% 90
2024
Q1 		$289K Sell
2,515
-180
-7% -$19.7K 0.08% 86
2023
Q4 		$283K Buy
2,695
+84
+3% +$8.23K 0.09% 76
2023
Q3 		$245K Sell
2,611
-361
-12% -$35.4K 0.11% 79
2023
Q2 		$290K Sell
2,972
-500
-14% -$46.2K 0.15% 65
2023
Q1 		$352K Sell
3,472
-87
-2% -$7.69K 0.21% 51
2022
Q4 		$302K Buy
3,559
+7
+0.2% +$597 0.2% 67
2022
Q3 		$282K Sell
3,552
-185
-5% -$16.4K 0.17% 67
2022
Q2 		$314K Buy
3,737
+265
+8% +$24.2K 0.18% 71
2022
Q1 		$352K Buy
3,472
+529
+18% +$53K 0.15% 65
2021
Q4 		$318K Buy
2,943
+35
+1% +$3.67K 0.14% 76
2021
Q3 		$286K Sell
2,908
-14
-0.5% -$1.42K 0.16% 74
2021
Q2 		$288K Buy
2,922
+1,065
+57% +$102K 0.16% 76
2021
Q1 		$169K Buy
1,857
+1,499
+419% +$133K 0.1% 89
2020
Q4 		$31K Sell
358
-195
-35% -$15.8K 0.02% 153
2020
Q3 		$41K Buy
+553
New +$41.7K 0.04% 125

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 22.96% 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

Professional Financial Advisors's ESGU Position: Q4 2024 in Review

Professional Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 2,076 shares — an estimated $262K sold.

Professional Financial Advisors first reported a position in ESGU in Q3 2020 and held it in 17 quarters. The position peaked at $352K in Q1 2022. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Professional Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Professional Financial Advisors sold 2,076 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $262K.
  • Professional Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 17 quarters.
  • Professional Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $352K in Q1 2022.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Professional Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.