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Veracity Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Veracity Capital’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
Q1 		– Sell
-2,710
Closed -$284K – 211
2023
Q4 		$284K Sell
2,710
-259
-9% -$25.4K 0.11% 165
2023
Q3 		$279K Sell
2,969
-994
-25% -$97.3K 0.13% 154
2023
Q2 		$386K Sell
3,963
-1,351
-25% -$125K 0.16% 130
2023
Q1 		$481K Sell
5,314
-7,652
-59% -$677K 0.22% 105
2022
Q4 		$1.1M Sell
12,966
-761
-6% -$64.9K 0.53% 37
2022
Q3 		$1.09M Sell
13,727
-395
-3% -$35K 0.59% 33
2022
Q2 		$1.19M Sell
14,122
-856
-6% -$78.2K 0.63% 35
2022
Q1 		$1.52M Buy
14,978
+229
+2% +$22.9K 0.63% 29
2021
Q4 		$1.59M Sell
14,749
-893
-6% -$93.7K 0.64% 31
2021
Q3 		$1.54M Buy
15,642
+1,422
+10% +$144K 0.66% 27
2021
Q2 		$1.4M Sell
14,220
-1,410
-9% -$135K 0.32% 56
2021
Q1 		$1.42M Sell
15,630
-869
-5% -$77.2K 0.65% 30
2020
Q4 		$1.42M Buy
16,499
+3,522
+27% +$286K 0.74% 28
2020
Q3 		$989K Buy
12,977
+4,342
+50% +$327K 0.56% 53
2020
Q2 		$604K Buy
8,635
+1,607
+23% +$106K 0.35% 83
2020
Q1 		$404K Buy
+7,028
New +$478K 0.12% 126

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Veracity Capital's ESGU Position: Q1 2024 in Review

Veracity Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 2,710 shares — an estimated $284K sold.

Veracity Capital first reported a position in ESGU in Q1 2020 and held it in 16 quarters. The position peaked at $1.59M in Q4 2021. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Veracity Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Veracity Capital sold 2,710 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $284K.
  • Veracity Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 16 quarters.
  • Veracity Capital's iShares ESG Aware MSCI USA ETF position peaked at $1.59M in Q4 2021.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Veracity Capital's 13F filing for Q1 2024, filed 19 Apr 2024.