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Washington Trust’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Washington Trust’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
2023
Q2 		– Sell
-96
Closed -$8.68K – 925
2023
Q1 		$8.68K Buy
+96
New +$8.49K ﹤0.01% 672
2021
Q4 		– Sell
-465
Closed -$46K – 980
2021
Q3 		$46K Buy
+465
New +$47.1K ﹤0.01% 537

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Washington Trust's ESGU Position: Q2 2023 in Review

Washington Trust sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 96 shares — an estimated $8.68K sold.

Washington Trust first reported a position in ESGU in Q3 2021 and held it in 2 quarters. The position peaked at $46K in Q3 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Washington Trust reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Washington Trust sold 96 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $8.68K.
  • Washington Trust first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 2 quarters.
  • Washington Trust's iShares ESG Aware MSCI USA ETF position peaked at $46K in Q3 2021.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.