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

Regimen 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
Q2 		– Sell
-5,912
Closed -$680K – 64
2024
Q1 		$680K Sell
5,912
-80
-1% -$8.77K 0.24% 36
2023
Q4 		$629K Buy
5,992
+263
+5% +$25.8K 0.24% 35
2023
Q3 		$538K Sell
5,729
-6,569
-53% -$643K 0.22% 38
2023
Q2 		$1.2M Sell
12,298
-24,075
-66% -$2.22M 0.5% 27
2023
Q1 		$3.27M Buy
36,373
+52
+0.1% +$4.6K 1.41% 19
2022
Q4 		$3.07M Buy
+36,321
New +$3.1M 2.06% 13

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Regimen Wealth's ESGU Position: Q2 2024 in Review

Regimen Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 5,912 shares — an estimated $680K sold.

Regimen Wealth first reported a position in ESGU in Q4 2022 and held it in 6 quarters. The position peaked at $3.27M in Q1 2023. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Regimen Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Regimen Wealth sold 5,912 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $680K.
  • Regimen Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 6 quarters.
  • Regimen Wealth's iShares ESG Aware MSCI USA ETF position peaked at $3.27M in Q1 2023.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Regimen Wealth's 13F filing for Q2 2024, filed 14 Aug 2024.