180 Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

180 Wealth Advisors’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
2023 Q1	–	Sell	-2,669	Closed	-$240K	–	370
2022 Q4	$240K	Sell	2,669 -1,079	-29%	-$92K	0.06%	306
2022 Q3	$298K	Sell	3,748 -57	-1%	-$5.05K	0.08%	244
2022 Q2	$323K	Sell	3,805 -267	-7%	-$24.4K	0.08%	239
2022 Q1	$405K	Buy	4,072 +340	+9%	+$34.1K	0.09%	216
2021 Q4	$369K	Buy	3,732 +432	+13%	+$45.3K	0.08%	234
2021 Q3	$338K	Buy	3,300 +150	+5%	+$15.2K	0.07%	266
2021 Q2	$320K	Buy	3,150 +178	+6%	+$17K	0.07%	260
2021 Q1	$282K	Sell	2,972 -304	-9%	-$27K	0.07%	266
2020 Q4	$286K	Sell	3,276 -389	-11%	-$31.6K	0.08%	236
2020 Q3	$287K	Buy	+3,665	New	+$276K	0.11%	190

Other funds holding ESGU

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

180 Wealth Advisors's ESGU Position: Q1 2023 in Review

180 Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 2,669 shares — an estimated $240K sold.

180 Wealth Advisors first reported a position in ESGU in Q3 2020 and held it in 10 quarters. The position peaked at $405K in Q1 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

180 Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
180 Wealth Advisors sold 2,669 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $240K.
180 Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 10 quarters.
180 Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $405K in Q1 2022.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on 180 Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.