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Regis Acquisition’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Regis Acquisition’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 		$681K Buy
5,710
+776
+16% +$89.1K 0.42% 23
2024
Q1 		$567K Hold
4,934
– – 0.35% 24
2023
Q4 		$518K Buy
4,934
+1,975
+67% +$193K 0.2% 30
2023
Q3 		$278K Buy
+2,959
New +$290K 0.12% 33

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Regis Acquisition's ESGU Position: Q2 2024 in Review

Regis Acquisition increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 16% in Q2 2024, buying an estimated $89.1K and bringing the position to 5,710 shares worth $681K. The position accounts for 0.42% of the portfolio, ranked #23.

Regis Acquisition first reported a position in ESGU in Q3 2023 and has held it in 4 quarters since. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Regis Acquisition held 5,710 shares of iShares ESG Aware MSCI USA ETF worth $681K as of Q2 2024.
  • Regis Acquisition bought 776 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $89.1K.
  • iShares ESG Aware MSCI USA ETF made up 0.42% of Regis Acquisition's portfolio in Q2 2024, its #23 holding.
  • Regis Acquisition first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2023 and has held it in 4 quarters since.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Regis Acquisition's 13F filing for Q2 2024, filed 14 Aug 2024.