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Red Door Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Red Door Wealth Management’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
-3,901
Closed -$492K – 234
2024
Q3 		$492K Buy
+3,901
New +$474K 0.08% 128

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Red Door Wealth Management's ESGU Position: Q4 2024 in Review

Red Door Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 3,901 shares — an estimated $492K sold.

Red Door Wealth Management first reported a position in ESGU in Q3 2024 and held it in 1 quarter. The position peaked at $492K in Q3 2024. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Red Door Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Red Door Wealth Management sold 3,901 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $492K.
  • Red Door Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2024 and held it in 1 quarter.
  • Red Door Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $492K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Red Door Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.