ESGU

Ishares Esg Aware Msci Usa

Latest period2024 - Q4Total superinvestors87

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 87 superinvestors own shares of Ishares Esg Aware Msci Usa (ESGU), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Esg Aware Msci Usa (ESGU), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Esg Aware Msci Usa (ESGU) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Esg Aware Msci Usa (ESGU) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 6.15%
0.38%
$36.754M
285,316 shares@ 128.82 avg price
Jeffrey S Arnold@Impactfolio, Llc
Recent Activity
Decreased -0.9%
18.36%
$35.38M
274,643 shares@ 128.83 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 4.17%
0.06%
$26.989M
213,891 shares@ 126.18 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -2.41%
0.33%
$22.433M
174,139 shares@ 128.83 avg price
Chelsea Luzier@Clarius Group, Llc
Recent Activity
Increased 1458.67%
1.42%
$20.731M
160,932 shares@ 128.82 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -0.11%
3.69%
$19.587M
151,284 shares@ 129.48 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Decreased -2.83%
0.57%
$14.81M
114,965 shares@ 128.82 avg price
Herbert Pontzer@Client 1st Advisory Group, Llc
Recent Activity
Decreased -6.43%
4.86%
$12.625M
98,009 shares@ 128.82 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Decreased -0.4%
1.3%
$9.662M
75,002 shares@ 128.82 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Decreased -1.87%
2.13%
$9.015M
69,982 shares@ 128.82 avg price