Resource Planning Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Resource Planning Group’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
2023 Q4	$393K	Hold	3,746	–	–	0.25%	52
2023 Q3	$352K	Buy	3,746 +915	+32%	+$89.6K	0.3%	41
2023 Q2	$276K	Buy	2,831 +475	+20%	+$43.9K	0.22%	51
2023 Q1	$213K	Buy	+2,356	New	+$208K	0.17%	58

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Resource Planning Group's ESGU Position: Q4 2023 in Review

Resource Planning Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2023 at 3,746 shares worth $393K. The position accounts for 0.25% of the portfolio, ranked #52.

Resource Planning Group first reported a position in ESGU in Q1 2023 and has held it in 4 quarters since. 752 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Resource Planning Group held 3,746 shares of iShares ESG Aware MSCI USA ETF worth $393K as of Q4 2023.
Resource Planning Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2023.
iShares ESG Aware MSCI USA ETF made up 0.25% of Resource Planning Group's portfolio in Q4 2023, its #52 holding.
Resource Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and has held it in 4 quarters since.
752 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.