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

Semus Wealth Partners’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
-4,566
Closed -$479K – 132
2023
Q4 		$479K Buy
4,566
+502
+12% +$49.2K 0.39% 56
2023
Q3 		$382K Sell
4,064
-1,033
-20% -$101K 0.36% 66
2023
Q2 		$497K Buy
5,097
+292
+6% +$27K 0.46% 55
2023
Q1 		$435K Sell
4,805
-4,102
-46% -$363K 0.47% 52
2022
Q4 		$755K Buy
+8,907
New +$760K 0.92% 25

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

Semus Wealth Partners's ESGU Position: Q1 2024 in Review

Semus Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 4,566 shares — an estimated $479K sold.

Semus Wealth Partners first reported a position in ESGU in Q4 2022 and held it in 5 quarters. The position peaked at $755K in Q4 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Semus Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 4,566 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $479K.
  • Semus Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 5 quarters.
  • Semus Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $755K in Q4 2022.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.