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Rockbridge Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-405
Closed -$42.5K – 283
2023
Q4 		$42.5K Buy
+405
New +$39.7K 0.01% 250
2022
Q3 		– Sell
-15
Closed -$1.26K – 269
2022
Q2 		$1.26K Hold
15
– – ﹤0.01% 566
2022
Q1 		$1.52K Hold
15
– – ﹤0.01% 711
2021
Q4 		$2K Hold
15
– – ﹤0.01% 722
2021
Q3 		$1K Hold
15
– – ﹤0.01% 707
2021
Q2 		$1K Buy
+15
New +$1.44K ﹤0.01% 700

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockbridge Investment Management's ESGU Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 405 shares — an estimated $42.5K sold.

Rockbridge Investment Management first reported a position in ESGU in Q2 2021 and held it in 6 quarters. The position peaked at $42.5K in Q4 2023. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 405 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $42.5K.
  • Rockbridge Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 6 quarters.
  • Rockbridge Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $42.5K in Q4 2023.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.