1900 Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

1900 Wealth Management’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
2022 Q1	–	Sell	-13,488	Closed	-$1.46M	–	245
2021 Q4	$1.46M	Hold	13,488	–	–	0.13%	103
2021 Q3	$1.33M	Hold	13,488	–	–	0.13%	108
2021 Q2	$1.33M	Buy	+13,488	New	+$1.29M	0.13%	102

Other funds holding ESGU

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

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

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

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

1900 Wealth Management's ESGU Position: Q1 2022 in Review

1900 Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 13,488 shares — an estimated $1.46M sold.

1900 Wealth Management first reported a position in ESGU in Q2 2021 and held it in 3 quarters. The position peaked at $1.46M in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

1900 Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
1900 Wealth Management sold 13,488 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $1.46M.
1900 Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 3 quarters.
1900 Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.46M in Q4 2021.
651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.