Red Lighthouse Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Red Lighthouse Investment 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 Q2	–	Sell	-28,475	Closed	-$3.27M	–	104
2024 Q1	$3.27M	Hold	28,475	–	–	1.32%	14
2023 Q4	$2.99M	Hold	28,475	–	–	1.25%	14
2023 Q3	$2.67M	Hold	28,475	–	–	1.26%	14
2023 Q2	$2.78M	Hold	28,475	–	–	1.27%	14
2023 Q1	$2.58M	Hold	28,475	–	–	1.25%	15
2022 Q4	$2.41M	Buy	+28,475	New	+$2.43M	1.22%	15

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Red Lighthouse Investment Management's ESGU Position: Q2 2024 in Review

Red Lighthouse Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 28,475 shares — an estimated $3.27M sold.

Red Lighthouse Investment Management first reported a position in ESGU in Q4 2022 and held it in 6 quarters. The position peaked at $3.27M in Q1 2024. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

Red Lighthouse Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Red Lighthouse Investment Management sold 28,475 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $3.27M.
Red Lighthouse Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 6 quarters.
Red Lighthouse Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $3.27M in Q1 2024.
748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2024, filed 24 Jul 2024.