Taiyo Life Insurance Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Taiyo Life Insurance Company’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
2023 Q4	–	Sell	-1,307,000	Closed	-$123M	–	14
2023 Q3	$123M	Hold	1,307,000	–	–	9.48%	5
2023 Q2	$127M	Hold	1,307,000	–	–	10.08%	5
2023 Q1	$118M	Hold	1,307,000	–	–	9.67%	5
2022 Q4	$111M	Buy	1,307,000 +522,000	+66%	+$44.5M	9.76%	5
2022 Q3	$62.3M	Hold	785,000	–	–	7.34%	5
2022 Q2	$65.9M	Buy	+785,000	New	+$71.7M	8.69%	4

Other funds holding ESGU

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

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Taiyo Life Insurance Company's ESGU Position: Q4 2023 in Review

Taiyo Life Insurance Company sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 1,307,000 shares — an estimated $123M sold.

Taiyo Life Insurance Company first reported a position in ESGU in Q2 2022 and held it in 6 quarters. The position peaked at $127M in Q2 2023. 753 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Taiyo Life Insurance Company reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Taiyo Life Insurance Company sold 1,307,000 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $123M.
Taiyo Life Insurance Company first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 6 quarters.
Taiyo Life Insurance Company's iShares ESG Aware MSCI USA ETF position peaked at $127M in Q2 2023.
753 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Taiyo Life Insurance Company's 13F filing for Q4 2023, filed 24 Jan 2024.