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USAdvisors Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

USAdvisors Wealth 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
2024
Q2 		– Sell
-1,760
Closed -$202K – 132
2024
Q1 		$202K Buy
+1,760
New +$193K 0.08% 129

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

USAdvisors Wealth Management's ESGU Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2024, closing a stake of 1,760 shares — an estimated $202K sold.

USAdvisors Wealth Management first reported a position in ESGU in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 746 funds tracked by Wall St. Rank hold ESGU as of Q2 2024.

  • USAdvisors Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,760 iShares ESG Aware MSCI USA ETF shares in Q2 2024, an estimated $202K.
  • USAdvisors Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2024 and held it in 1 quarter.
  • USAdvisors Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $202K in Q1 2024.
  • 746 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.