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Advantage Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advantage Investment 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
2019
Q3 		$18K Hold
278
– – 0.01% 540
2019
Q2 		$18K Hold
278
– – 0.01% 551
2019
Q1 		$17K Hold
278
– – 0.01% 551
2018
Q4 		$15K Buy
+278
New +$16.4K 0.01% 565

Other funds holding ESGU

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advantage Investment Management's ESGU Position: Q3 2019 in Review

Advantage Investment Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2019 at 278 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #540.

Advantage Investment Management first reported a position in ESGU in Q4 2018 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold ESGU as of Q3 2019.

  • Advantage Investment Management held 278 shares of iShares ESG Aware MSCI USA ETF worth $18K as of Q3 2019.
  • Advantage Investment Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2019.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #540 holding.
  • Advantage Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.