YIH
ESGU icon

Y-Intercept (HK)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-12,761
Closed -$1.52M – 1455
2024
Q2 		$1.52M Buy
+12,761
New +$1.47M 0.08% 334
2024
Q1 		– Sell
-6,680
Closed -$701K – 1475
2023
Q4 		$701K Buy
+6,680
New +$654K 0.07% 456
2023
Q3 		– Sell
-9,476
Closed -$924K – 1188
2023
Q2 		$924K Sell
9,476
-7,633
-45% -$705K 0.1% 323
2023
Q1 		$1.55M Buy
+17,109
New +$1.51M 0.18% 143
2022
Q3 		– Sell
-2,436
Closed -$204K – 1058
2022
Q2 		$204K Buy
+2,436
New +$223K 0.03% 680

Other funds holding ESGU

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 $1.47T AUM 27.86% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return