WR Wealth Planners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WR Wealth Planners’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 Q4	$1.29M	Sell	10,040 -12,104	-55%	-$1.57M	0.42%	36
2024 Q3	$2.79M	Sell	22,144 -2,770	-11%	-$336K	0.78%	23
2024 Q2	$2.97M	Sell	24,914 -1,080	-4%	-$124K	0.91%	21
2024 Q1	$2.99M	Sell	25,994 -7,640	-23%	-$837K	0.93%	21
2023 Q4	$3.53M	Sell	33,634 -7,963	-19%	-$780K	1.31%	15
2023 Q3	$3.91M	Sell	41,597 -6,218	-13%	-$609K	1.49%	14
2023 Q2	$4.66M	Sell	47,815 -2,189	-4%	-$202K	1.8%	11
2023 Q1	$4.52M	Sell	50,004 -25,444	-34%	-$2.25M	1.95%	11
2022 Q4	$6.39M	Sell	75,448 -7,899	-9%	-$674K	3.94%	5
2022 Q3	$6.62M	Sell	83,347 -780	-0.9%	-$69.1K	4.66%	4
2022 Q2	$7.06M	Buy	84,127 +363	+0.4%	+$33.2K	4.65%	4
2022 Q1	$8.49M	Buy	+83,764	New	+$8.39M	5.06%	4

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's ESGU Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 55% in Q4 2024, selling an estimated $1.57M and leaving 10,040 shares worth $1.29M. The position accounts for 0.42% of the portfolio, ranked #36.

WR Wealth Planners first reported a position in ESGU in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.49M in Q1 2022. 788 funds tracked by Wall St. Rank hold ESGU as of Q4 2024.

WR Wealth Planners held 10,040 shares of iShares ESG Aware MSCI USA ETF worth $1.29M as of Q4 2024.
WR Wealth Planners sold 12,104 iShares ESG Aware MSCI USA ETF shares in Q4 2024, an estimated $1.57M.
iShares ESG Aware MSCI USA ETF made up 0.42% of WR Wealth Planners's portfolio in Q4 2024, its #36 holding.
WR Wealth Planners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's iShares ESG Aware MSCI USA ETF position peaked at $8.49M in Q1 2022.
788 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.