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Accurate Investment Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-7,111
Closed -$409K – 120
2020
Q1 		$409K Buy
+7,111
New +$484K 0.33% 49

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's ESGU Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2020, closing a stake of 7,111 shares — an estimated $409K sold.

Accurate Investment Solutions first reported a position in ESGU in Q1 2020 and held it in 1 quarter. The position peaked at $409K in Q1 2020. 301 funds tracked by Wall St. Rank hold ESGU as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 7,111 iShares ESG Aware MSCI USA ETF shares in Q2 2020, an estimated $409K.
  • Accurate Investment Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 1 quarter.
  • Accurate Investment Solutions's iShares ESG Aware MSCI USA ETF position peaked at $409K in Q1 2020.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.