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Spotlight Asset Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Spotlight Asset Group’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 		$3.1K Hold
26
– – ﹤0.01% 231
2024
Q1 		$2.99K Hold
26
– – ﹤0.01% 232
2023
Q4 		$2.44K Hold
26
– – ﹤0.01% 228
2023
Q3 		$2.44K Hold
26
– – ﹤0.01% 228
2023
Q2 		$2.53K Buy
+26
New +$2.4K ﹤0.01% 232
2021
Q2 		– Sell
-4,630
Closed -$421K – 136
2021
Q1 		$421K Sell
4,630
-63
-1% -$5.6K 0.16% 86
2020
Q4 		$404K Buy
+4,693
New +$381K 0.15% 86

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Spotlight Asset Group's ESGU Position: Q2 2024 in Review

Spotlight Asset Group held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2024 at 26 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Spotlight Asset Group first reported a position in ESGU in Q4 2020 and has held it in 7 quarters since. The position peaked at $421K in Q1 2021. 747 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • Spotlight Asset Group held 26 shares of iShares ESG Aware MSCI USA ETF worth $3.1K as of Q2 2024.
  • Spotlight Asset Group left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2024.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #231 holding.
  • Spotlight Asset Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 7 quarters since.
  • Spotlight Asset Group's iShares ESG Aware MSCI USA ETF position peaked at $421K in Q1 2021.
  • 747 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.