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Stone House Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stone House Investment Management’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
-1,036
Closed -$131K – 156
2024
Q3 		$131K Hold
1,036
– – 0.03% 62
2024
Q2 		$124K Sell
1,036
-9,241
-90% -$1.06M 0.03% 67
2024
Q1 		$1.18M Buy
10,277
+6,616
+181% +$725K 0.28% 28
2023
Q4 		$384K Buy
3,661
+357
+11% +$35K 0.13% 33
2023
Q3 		$310K Sell
3,304
-85,952
-96% -$8.42M 0.11% 31
2023
Q2 		$8.7M Buy
89,256
+3,144
+4% +$290K 3.15% 11
2023
Q1 		$7.79M Sell
86,112
-170,499
-66% -$15.1M 2.63% 12
2022
Q4 		$21.7M Sell
256,611
-25,520
-9% -$2.18M 7.75% 5
2022
Q3 		$22.4M Sell
282,131
-34,097
-11% -$3.02M 10.4% 4
2022
Q2 		$26.5M Buy
316,228
+7,447
+2% +$680K 11.99% 3
2022
Q1 		$31.3M Buy
308,781
+28,360
+10% +$2.84M 10.66% 4
2021
Q4 		$30.3M Buy
280,421
+40,920
+17% +$4.29M 10.35% 4
2021
Q3 		$23.6M Hold
239,501
– – 9.19% 4
2021
Q2 		$23.6M Buy
239,501
+243
+0.1% +$23.2K 9.19% 4
2021
Q1 		$20.6M Hold
239,258
– – 10.37% 3
2020
Q4 		$20.6M Buy
239,258
+73,936
+45% +$6M 10.37% 3
2020
Q3 		$12.6M Sell
165,322
-2,155
-1% -$162K 5.09% 6
2020
Q2 		$11.7M Buy
167,477
+48,049
+40% +$3.16M 5.88% 5
2020
Q1 		$6.87M Buy
+119,428
New +$8.13M 4.01% 8

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stone House Investment Management's ESGU Position: Q4 2024 in Review

Stone House Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2024, closing a stake of 1,036 shares — an estimated $131K sold.

Stone House Investment Management first reported a position in ESGU in Q1 2020 and held it in 19 quarters. The position peaked at $31.3M in Q1 2022. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Stone House Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2024 after selling out during the quarter.
  • Stone House Investment Management sold 1,036 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $131K.
  • Stone House Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 19 quarters.
  • Stone House Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $31.3M in Q1 2022.
  • 788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Stone House Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.