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Quotient Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Quotient Wealth Partners’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
-1,813
Closed -$229K – 329
2024
Q3 		$229K Sell
1,813
-3,387
-65% -$411K 0.01% 292
2024
Q2 		$620K Sell
5,200
-2,249
-30% -$258K 0.02% 150
2024
Q1 		$856K Sell
7,449
-5,865
-44% -$643K 0.03% 120
2023
Q4 		$1.4M Buy
+13,314
New +$1.3M 0.05% 97

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

Quotient Wealth Partners's ESGU Position: Q4 2024 in Review

Quotient Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,813 shares — an estimated $229K sold.

Quotient Wealth Partners first reported a position in ESGU in Q4 2023 and held it in 4 quarters. The position peaked at $1.4M in Q4 2023. 790 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Quotient Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Quotient Wealth Partners sold 1,813 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $229K.
  • Quotient Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2023 and held it in 4 quarters.
  • Quotient Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.4M in Q4 2023.
  • 790 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Quotient Wealth Partners's 13F filing for Q4 2024, filed 28 Jan 2025.