Sumitomo Mitsui Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Sumitomo Mitsui Financial 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	–	Sell	-1,160,614	Closed	-$133M	–	183
2024 Q1	$133M	Hold	1,160,614	–	–	4.13%	2
2023 Q4	$122M	Buy	1,160,614 +93,614	+9%	+$9.17M	3.86%	2
2023 Q3	$100M	Buy	+1,067,000	New	+$104M	3.23%	4
2023 Q2	–	Sell	-974,038	Closed	-$88.1M	–	177
2023 Q1	$88.1M	Buy	+974,038	New	+$86.1M	2.76%	5
2022 Q3	–	Sell	-885,000	Closed	-$74.3M	–	195
2022 Q2	$74.3M	Buy	+885,000	New	+$80.8M	2.08%	8

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Sumitomo Mitsui Financial Group's ESGU Position: Q2 2024 in Review

Sumitomo Mitsui Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 1,160,614 shares — an estimated $133M sold.

Sumitomo Mitsui Financial Group first reported a position in ESGU in Q2 2022 and held it in 5 quarters. The position peaked at $133M in Q1 2024. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

Sumitomo Mitsui Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 1,160,614 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $133M.
Sumitomo Mitsui Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 5 quarters.
Sumitomo Mitsui Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $133M in Q1 2024.
746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.