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TFO Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

TFO Wealth Partners’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
-261
Closed -$25.4K – 979
2023
Q3 		$25.4K Hold
261
– – 0.01% 131
2023
Q2 		$25.4K Hold
261
– – 0.01% 121
2023
Q1 		$23.6K Sell
261
-60
-19% -$5.31K 0.01% 91
2022
Q4 		$14.4K Buy
321
+60
+23% +$5.12K ﹤0.01% 94
2022
Q3 		$21K Hold
261
– – 0.01% 68
2022
Q2 		$22K Buy
+261
New +$23.8K 0.01% 85

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

TFO Wealth Partners's ESGU Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 261 shares — an estimated $25.4K sold.

TFO Wealth Partners first reported a position in ESGU in Q2 2022 and held it in 6 quarters. The position peaked at $25.4K in Q3 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

  • TFO Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 261 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $25.4K.
  • TFO Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $25.4K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.