SG Americas Securities
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SG Americas Securities’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SG Americas Securities’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
Q4 		– Sell
-806
Closed -$102K – 3270
2024
Q3 		$102K Buy
+806
New +$97.9K ﹤0.01% 3063
2024
Q2 		– Sell
-415,857
Closed -$47.8M – 2974
2024
Q1 		$47.8M Buy
+415,857
New +$45.6M 0.23% 87
2023
Q3 		– Sell
-1,854
Closed -$181K – 3141
2023
Q2 		$181K Buy
+1,854
New +$171K ﹤0.01% 1836
2022
Q1 		– Sell
-66,149
Closed -$7.14M – 3099
2021
Q4 		$7.14M Buy
+66,149
New +$6.94M 0.04% 367

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SG Americas Securities's ESGU Position: Q4 2024 in Review

SG Americas Securities sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 806 shares — an estimated $102K sold.

SG Americas Securities first reported a position in ESGU in Q4 2021 and held it in 4 quarters. The position peaked at $47.8M in Q1 2024. 789 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • SG Americas Securities reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • SG Americas Securities sold 806 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $102K.
  • SG Americas Securities first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 4 quarters.
  • SG Americas Securities's iShares ESG Aware MSCI USA ETF position peaked at $47.8M in Q1 2024.
  • 789 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on SG Americas Securities's 13F filing for Q4 2024, filed 17 Jan 2025.