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The Family Firm’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

The Family Firm’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
Q3 		– Sell
-56
Closed -$6.7K – 406
2024
Q2 		$6.7K Buy
+56
New +$6.43K ﹤0.01% 716

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

The Family Firm's ESGU Position: Q3 2024 in Review

The Family Firm sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 56 shares — an estimated $6.7K sold.

The Family Firm first reported a position in ESGU in Q2 2024 and held it in 1 quarter. The position peaked at $6.7K in Q2 2024. 741 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • The Family Firm reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 56 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $6.7K.
  • The Family Firm first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares ESG Aware MSCI USA ETF position peaked at $6.7K in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.