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

SteelPeak Wealth’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
-1,849
Closed -$221K – 544
2024
Q2 		$221K Sell
1,849
-712
-28% -$81.8K 0.01% 445
2024
Q1 		$294K Sell
2,561
-66,940
-96% -$7.33M 0.01% 363
2023
Q4 		$7.29M Buy
69,501
+3,261
+5% +$319K 0.42% 68
2023
Q3 		$6.25M Sell
66,240
-52,911
-44% -$5.18M 0.39% 63
2023
Q2 		$11.6M Sell
119,151
-595
-0.5% -$54.9K 0.69% 41
2023
Q1 		$10.8M Sell
119,746
-228,878
-66% -$20.2M 0.73% 41
2022
Q4 		$29.5M Sell
348,624
-48,893
-12% -$4.17M 2.17% 7
2022
Q3 		$31.6M Sell
397,517
-5,529
-1% -$490K 2.35% 7
2022
Q2 		$33.8M Sell
403,046
-5,914
-1% -$540K 2.43% 7
2022
Q1 		$41.4M Buy
408,960
+6,537
+2% +$655K 2.35% 8
2021
Q4 		$43.4M Buy
402,423
+33,303
+9% +$3.49M 2.46% 9
2021
Q3 		$36.3M Buy
369,120
+81,038
+28% +$8.21M 2.4% 5
2021
Q2 		$28.4M Sell
288,082
-13,445
-4% -$1.29M 1.98% 7
2021
Q1 		$27.4M Sell
301,527
-94,164
-24% -$8.37M 2.16% 6
2020
Q4 		$34M Buy
395,691
+154,251
+64% +$12.5M 3.09% 4
2020
Q3 		$18.4M Sell
241,440
-39,338
-14% -$2.96M 1.97% 9
2020
Q2 		$19.7M Buy
280,778
+133,820
+91% +$8.81M 2.48% 7
2020
Q1 		$8.45M Buy
+146,958
New +$10M 1.33% 15

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SteelPeak Wealth's ESGU Position: Q3 2024 in Review

SteelPeak Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 1,849 shares — an estimated $221K sold.

SteelPeak Wealth first reported a position in ESGU in Q1 2020 and held it in 18 quarters. The position peaked at $43.4M in Q4 2021. 739 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • SteelPeak Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 1,849 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $221K.
  • SteelPeak Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 18 quarters.
  • SteelPeak Wealth's iShares ESG Aware MSCI USA ETF position peaked at $43.4M in Q4 2021.
  • 739 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.