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Unique Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Unique Wealth Strategies’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
-296
Closed -$34K – 357
2024
Q2 		$34K Buy
+296
New +$34K 0.02% 255

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Unique Wealth Strategies's ESGU Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2024, closing a stake of 296 shares — an estimated $34K sold.

Unique Wealth Strategies first reported a position in ESGU in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 740 funds tracked by Wall St. Rank hold ESGU as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 296 iShares ESG Aware MSCI USA ETF shares in Q3 2024, an estimated $34K.
  • Unique Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares ESG Aware MSCI USA ETF position peaked at $34K in Q2 2024.
  • 740 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.