Stelac Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,720
Closed -$255K 96
2023
Q3
$255K Hold
2,720
0.14% 73
2023
Q2
$265K Buy
+2,720
New +$251K 0.12% 119

Other funds holding ESGU

Stelac Advisory Services's ESGU Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 2,720 shares — an estimated $255K sold.

Stelac Advisory Services first reported a position in ESGU in Q2 2023 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • Stelac Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 2,720 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $255K.
  • Stelac Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2023 and held it in 2 quarters.
  • Stelac Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $265K in Q2 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.