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TRUE Private Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

TRUE Private Wealth Advisors’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
-7,067
Closed -$843K – 233
2024
Q2 		$843K Sell
7,067
-782
-10% -$89.8K 0.1% 108
2024
Q1 		$902K Sell
7,849
-3,069
-28% -$336K 0.1% 101
2023
Q4 		$1.15M Buy
10,918
+2,234
+26% +$219K 0.15% 89
2023
Q3 		$815K Sell
8,684
-5,713
-40% -$560K 0.11% 108
2023
Q2 		$1.4M Buy
14,397
+3,805
+36% +$351K 0.21% 69
2023
Q1 		$958K Sell
10,592
-20,763
-66% -$1.84M 0.14% 84
2022
Q4 		$2.66M Sell
31,355
-3,522
-10% -$300K 0.41% 41
2022
Q3 		$2.77M Buy
34,877
+95
+0.3% +$8.41K 0.42% 39
2022
Q2 		$2.92M Sell
34,782
-644
-2% -$58.8K 0.42% 43
2022
Q1 		$3.4M Sell
35,426
-6,386
-15% -$640K 0.48% 35
2021
Q4 		$4.51M Buy
41,812
+1,021
+3% +$107K 0.64% 25
2021
Q3 		$4.02M Buy
40,791
+10,457
+34% +$1.06M 0.58% 25
2021
Q2 		$2.99M Buy
30,334
+9,363
+45% +$896K 0.44% 42
2021
Q1 		$1.91M Sell
20,971
-9,562
-31% -$850K 0.31% 53
2020
Q4 		$2.63M Sell
30,533
-4,249
-12% -$345K 0.44% 38
2020
Q3 		$2.65M Sell
34,782
-10,852
-24% -$817K 0.45% 34
2020
Q2 		$3.19M Buy
45,634
+19,331
+73% +$1.27M 0.58% 29
2020
Q1 		$1.51M Buy
+26,303
New +$1.79M 0.32% 56

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 22.96% 1-Year Est. Return
AA
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

TRUE Private Wealth Advisors's ESGU Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 7,067 shares — an estimated $843K sold.

TRUE Private Wealth Advisors first reported a position in ESGU in Q1 2020 and held it in 18 quarters. The position peaked at $4.51M in Q4 2021. 740 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 7,067 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $843K.
  • TRUE Private Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 18 quarters.
  • TRUE Private Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $4.51M in Q4 2021.
  • 740 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.