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Western Financial Corp’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Western Financial Corp’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
-3,140
Closed -$329K – 120
2023
Q4 		$329K Sell
3,140
-208
-6% -$20.4K 0.22% 100
2023
Q3 		$314K Sell
3,348
-1,727
-34% -$169K 0.23% 101
2023
Q2 		$495K Sell
5,075
-342
-6% -$31.6K 0.34% 84
2023
Q1 		$490K Sell
5,417
-10,382
-66% -$918K 0.35% 86
2022
Q4 		$1.34M Sell
15,799
-582
-4% -$49.7K 0.87% 17
2022
Q3 		$1.3M Buy
16,381
+814
+5% +$72.1K 0.91% 15
2022
Q2 		$1.31M Sell
15,567
-560
-3% -$51.2K 0.93% 16
2022
Q1 		$1.63M Buy
16,127
+2,705
+20% +$271K 0.95% 17
2021
Q4 		$1.45M Buy
13,422
+323
+2% +$33.9K 0.76% 27
2021
Q3 		$1.29M Buy
13,099
+1,201
+10% +$122K 0.77% 22
2021
Q2 		$1.17M Buy
11,898
+5,395
+83% +$516K 0.63% 26
2021
Q1 		$591K Sell
6,503
-1,046
-14% -$93K 0.36% 49
2020
Q4 		$649K Buy
+7,549
New +$613K 0.43% 37

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 22.96% 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

Western Financial Corp's ESGU Position: Q1 2024 in Review

Western Financial Corp sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 3,140 shares — an estimated $329K sold.

Western Financial Corp first reported a position in ESGU in Q4 2020 and held it in 13 quarters. The position peaked at $1.63M in Q1 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

  • Western Financial Corp reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
  • Western Financial Corp sold 3,140 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $329K.
  • Western Financial Corp first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 13 quarters.
  • Western Financial Corp's iShares ESG Aware MSCI USA ETF position peaked at $1.63M in Q1 2022.
  • 741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on Western Financial Corp's 13F filing for Q1 2024, filed 24 Apr 2024.