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TD Ameritrade Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

TD Ameritrade 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
2023
Q3 		– Sell
-226,064
Closed -$22M – 146
2023
Q2 		$22M Sell
226,064
-29,967
-12% -$2.77M 0.23% 49
2023
Q1 		$23.2M Sell
256,031
-26,005
-9% -$2.3M 0.24% 52
2022
Q4 		$23.9M Sell
282,036
-27,001
-9% -$2.3M 0.24% 52
2022
Q3 		$24.5M Sell
309,037
-7,271
-2% -$644K 0.24% 49
2022
Q2 		$26.5M Sell
316,308
-2,236
-0.7% -$204K 0.24% 52
2022
Q1 		$32.3M Buy
318,544
+1,293
+0.4% +$130K 0.24% 54
2021
Q4 		$34.2M Buy
317,251
+141,675
+81% +$14.9M 0.24% 53
2021
Q3 		$13.4M Sell
175,576
-116,772
-40% -$11.8M 0.11% 64
2021
Q2 		$28.8M Buy
292,348
+73,391
+34% +$7.02M 0.2% 57
2021
Q1 		$18.8M Hold
218,957
– – 0.14% 61
2020
Q4 		$18.8M Buy
218,957
+43,381
+25% +$3.52M 0.14% 61
2020
Q3 		$13.4M Buy
175,576
+20,900
+14% +$1.57M 0.11% 64
2020
Q2 		$10.8M Buy
154,676
+14,945
+11% +$984K 0.09% 73
2020
Q1 		$8.03M Buy
139,731
+16,720
+14% +$1.14M 0.07% 75
2019
Q4 		$8.77M Buy
123,011
+20,301
+20% +$1.38M 0.07% 73
2019
Q3 		$6.71M Buy
102,710
+22,072
+27% +$1.44M 0.05% 76
2019
Q2 		$5.2M Buy
80,638
+12,783
+19% +$811K 0.04% 79
2019
Q1 		$4.22M Buy
67,855
+25,738
+61% +$1.54M 0.04% 80
2018
Q4 		$2.31M Buy
42,117
+18,218
+76% +$1.08M 0.02% 87
2018
Q3 		$1.53M Buy
+23,899
New +$1.5M 0.01% 86

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

TD Ameritrade Investment Management's ESGU Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 226,064 shares — an estimated $22M sold.

TD Ameritrade Investment Management first reported a position in ESGU in Q3 2018 and held it in 20 quarters. The position peaked at $34.2M in Q4 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 226,064 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $22M.
  • TD Ameritrade Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $34.2M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.