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

Sugarloaf Wealth 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 		$29.5K Sell
229
-803
-78% -$104K 0.01% 359
2024
Q3 		$130K Sell
1,032
-321
-24% -$39K 0.02% 215
2024
Q2 		$161K Buy
1,353
+503
+59% +$57.8K 0.03% 180
2024
Q1 		$97.7K Buy
850
+107
+14% +$11.7K 0.02% 230
2023
Q4 		$78K Hold
743
– – 0.02% 236
2023
Q3 		$69.8K Sell
743
-26
-3% -$2.55K 0.02% 246
2023
Q2 		$74.9K Hold
769
– – 0.02% 240
2023
Q1 		$69.6K Sell
769
-461
-37% -$40.8K 0.02% 241
2022
Q4 		$104K Hold
1,230
– – 0.03% 187
2022
Q3 		$98K Sell
1,230
-2,386
-66% -$211K 0.03% 195
2022
Q2 		$303K Hold
3,616
– – 0.08% 93
2022
Q1 		$366K Hold
3,616
– – 0.09% 86
2021
Q4 		$390K Hold
3,616
– – 0.09% 87
2021
Q3 		$356K Hold
3,616
– – 0.09% 84
2021
Q2 		$356K Buy
3,616
+3,540
+4,658% +$339K 0.1% 86
2021
Q1 		$295 Sell
76
-3,168
-98% -$282K 0.09% 96
2020
Q4 		$279K Buy
+3,244
New +$263K 0.09% 90

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 $374B AUM 17.66% 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

Sugarloaf Wealth Management's ESGU Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 78% in Q4 2024, selling an estimated $104K and leaving 229 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #359.

Sugarloaf Wealth Management first reported a position in ESGU in Q4 2020 and has held it in 17 quarters since. The position peaked at $390K in Q4 2021. 787 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

  • Sugarloaf Wealth Management held 229 shares of iShares ESG Aware MSCI USA ETF worth $29.5K as of Q4 2024.
  • Sugarloaf Wealth Management sold 803 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $104K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #359 holding.
  • Sugarloaf Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 17 quarters since.
  • Sugarloaf Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $390K in Q4 2021.
  • 787 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.