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Resurgent Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Resurgent Financial Advisors’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
-1,985
Closed -$228K – 185
2024
Q1 		$228K Sell
1,985
-591
-23% -$64.8K 0.12% 167
2023
Q4 		$270K Buy
2,576
+785
+44% +$76.9K 0.17% 138
2023
Q3 		$168K Sell
1,791
-164
-8% -$16.1K 0.11% 165
2023
Q2 		$191K Buy
1,955
+174
+10% +$16.1K 0.13% 152
2023
Q1 		$161K Sell
1,781
-3,722
-68% -$329K 0.11% 174
2022
Q4 		$466K Sell
5,503
-1,011
-16% -$86.2K 0.25% 98
2022
Q3 		$517K Sell
6,514
-864
-12% -$76.5K 0.35% 86
2022
Q2 		$619K Buy
7,378
+3,766
+104% +$344K 0.4% 75
2022
Q1 		$366K Buy
+3,612
New +$362K 0.23% 110

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 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Resurgent Financial Advisors's ESGU Position: Q2 2024 in Review

Resurgent Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 1,985 shares — an estimated $228K sold.

Resurgent Financial Advisors first reported a position in ESGU in Q1 2022 and held it in 9 quarters. The position peaked at $619K in Q2 2022. 748 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Resurgent Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,985 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $228K.
  • Resurgent Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 9 quarters.
  • Resurgent Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $619K in Q2 2022.
  • 748 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Resurgent Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.