4J Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

4J 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
2023 Q1	–	Sell	-86,627	Closed	-$7.34M	–	78
2022 Q4	$7.34M	Sell	86,627 -9,135	-10%	-$779K	8.53%	1
2022 Q3	$7.6M	Buy	95,762 +564	+0.6%	+$49.9K	9.73%	1
2022 Q2	$7.99M	Sell	95,198 -7,372	-7%	-$673K	10.05%	1
2022 Q1	$10.4M	Buy	102,570 +3,101	+3%	+$311K	9.1%	2
2021 Q4	$10.7M	Sell	99,469 -1,124	-1%	-$118K	9.03%	2
2021 Q3	$9.9M	Buy	100,593 +2,832	+3%	+$287K	8.61%	2
2021 Q2	$9.63M	Buy	97,761 +5,965	+6%	+$571K	8.4%	2
2021 Q1	$8.34M	Buy	91,796 +224	+0.2%	+$19.9K	7.76%	2
2020 Q4	$7.88M	Buy	+91,572	New	+$7.44M	7.58%	2

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

4J Wealth Management's ESGU Position: Q1 2023 in Review

4J Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 86,627 shares — an estimated $7.34M sold.

4J Wealth Management first reported a position in ESGU in Q4 2020 and held it in 9 quarters. The position peaked at $10.7M in Q4 2021. 700 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

4J Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
4J Wealth Management sold 86,627 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $7.34M.
4J Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 9 quarters.
4J Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $10.7M in Q4 2021.
700 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on 4J Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.