World Equity Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

World Equity Group’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	-3,370	Closed	-$353K	–	323
2023 Q4	$353K	Buy	3,370 +139	+4%	+$13.6K	0.07%	230
2023 Q3	$303K	Sell	3,231 -2,710	-46%	-$265K	0.06%	262
2023 Q2	$579K	Sell	5,941 -8,192	-58%	-$756K	0.17%	155
2023 Q1	$1.37M	Sell	14,133 -43,845	-76%	-$3.88M	0.2%	127
2022 Q4	$4.91M	Sell	57,978 -56,132	-49%	-$4.79M	1.17%	17
2022 Q3	$9.06M	Buy	114,110 +26,798	+31%	+$2.37M	2.29%	4
2022 Q2	$7.33M	Buy	87,312 +28,939	+50%	+$2.64M	1.84%	6
2022 Q1	$5.92M	Buy	+58,373	New	+$5.85M	1.28%	11

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

World Equity Group's ESGU Position: Q1 2024 in Review

World Equity Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2024, closing a stake of 3,370 shares — an estimated $353K sold.

World Equity Group first reported a position in ESGU in Q1 2022 and held it in 8 quarters. The position peaked at $9.06M in Q3 2022. 741 funds tracked by Wall St. Rank hold ESGU as of Q1 2024.

World Equity Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2024 after selling out during the quarter.
World Equity Group sold 3,370 iShares ESG Aware MSCI USA ETF shares in Q1 2024, an estimated $353K.
World Equity Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 8 quarters.
World Equity Group's iShares ESG Aware MSCI USA ETF position peaked at $9.06M in Q3 2022.
741 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.