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

REDW Wealth’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
-18,130
Closed -$2.29M – 121
2024
Q3 		$2.29M Buy
18,130
+3
+0% +$364 0.59% 30
2024
Q2 		$2.16M Sell
18,127
-1,264
-7% -$145K 0.57% 31
2024
Q1 		$2.23M Buy
19,391
+60
+0.3% +$6.57K 0.6% 30
2023
Q4 		$2.03M Buy
19,331
+1,292
+7% +$127K 0.58% 30
2023
Q3 		$1.69M Sell
18,039
-1,128
-6% -$110K 0.52% 32
2023
Q2 		$1.87M Sell
19,167
-1,250
-6% -$115K 0.56% 32
2023
Q1 		$1.85M Buy
20,417
+1,678
+9% +$148K 0.59% 33
2022
Q4 		$1.59M Buy
18,739
+7
+0% +$597 0.55% 31
2022
Q3 		$1.49M Sell
18,732
-267
-1% -$23.6K 0.57% 28
2022
Q2 		$1.59M Buy
18,999
+430
+2% +$39.3K 0.58% 27
2022
Q1 		$1.88M Buy
18,569
+1,479
+9% +$148K 0.56% 23
2021
Q4 		$1.84M Sell
17,090
-83
-0.5% -$8.71K 0.54% 25
2021
Q3 		$1.69M Sell
17,173
-100
-0.6% -$10.1K 0.54% 26
2021
Q2 		$1.7M Sell
17,273
-2,600
-13% -$249K 0.54% 25
2021
Q1 		$1.81M Buy
19,873
+3,550
+22% +$316K 0.61% 22
2020
Q4 		$1.4M Buy
16,323
+2,199
+16% +$179K 0.52% 22
2020
Q3 		$1.08M Buy
14,124
+319
+2% +$24K 0.45% 24
2020
Q2 		$966K Buy
13,805
+725
+6% +$47.7K 0.48% 22
2020
Q1 		$752K Buy
13,080
+9,840
+304% +$670K 0.47% 24
2019
Q4 		$231K Buy
+3,240
New +$221K 0.13% 72

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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 $374B AUM 17.66% 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

REDW Wealth's ESGU Position: Q4 2024 in Review

REDW Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 18,130 shares — an estimated $2.29M sold.

REDW Wealth first reported a position in ESGU in Q4 2019 and held it in 20 quarters. The position peaked at $2.29M in Q3 2024. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • REDW Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 18,130 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $2.29M.
  • REDW Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and held it in 20 quarters.
  • REDW Wealth's iShares ESG Aware MSCI USA ETF position peaked at $2.29M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.