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Simon Quick Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Simon Quick 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
Q3 		– Sell
-1,984
Closed -$237K – 444
2024
Q2 		$237K Sell
1,984
-864
-30% -$99.2K 0.02% 331
2024
Q1 		$327K Sell
2,848
-468
-14% -$51.3K 0.02% 275
2023
Q4 		$348K Sell
3,316
-1,436
-30% -$141K 0.03% 214
2023
Q3 		$446K Sell
4,752
-951
-17% -$93.1K 0.04% 176
2023
Q2 		$556K Sell
5,703
-1,382
-20% -$128K 0.05% 148
2023
Q1 		$641K Buy
7,085
+43
+0.6% +$3.8K 0.07% 133
2022
Q4 		$597K Sell
7,042
-388
-5% -$33.1K 0.07% 121
2022
Q3 		$590K Hold
7,430
– – 0.08% 109
2022
Q2 		$686K Buy
+7,430
New +$679K 0.09% 105
2020
Q4 		– Sell
-632
Closed -$48K – 468
2020
Q3 		$48K Buy
+632
New +$47.6K 0.01% 196

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Simon Quick Advisors's ESGU Position: Q3 2024 in Review

Simon Quick Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 1,984 shares — an estimated $237K sold.

Simon Quick Advisors first reported a position in ESGU in Q3 2020 and held it in 10 quarters. The position peaked at $686K in Q2 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Simon Quick Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Simon Quick Advisors sold 1,984 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $237K.
  • Simon Quick Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 10 quarters.
  • Simon Quick Advisors's iShares ESG Aware MSCI USA ETF position peaked at $686K in Q2 2022.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Simon Quick Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.