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Advisor Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Advisor Group’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
Q4 		$1.5M Buy
21,080
+9,253
+78% +$630K 0.01% 960
2019
Q3 		$773K Buy
11,827
+11,152
+1,652% +$725K 0.01% 1312
2019
Q2 		$44K Buy
675
+512
+314% +$32.5K ﹤0.01% 3459
2019
Q1 		$10K Buy
+163
New +$9.72K ﹤0.01% 4372

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Advisor Group's ESGU Position: Q4 2019 in Review

Advisor Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 78% in Q4 2019, buying an estimated $630K and bringing the position to 21,080 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #960.

Advisor Group first reported a position in ESGU in Q1 2019 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold ESGU as of Q4 2019.

  • Advisor Group held 21,080 shares of iShares ESG Aware MSCI USA ETF worth $1.5M as of Q4 2019.
  • Advisor Group bought 9,253 iShares ESG Aware MSCI USA ETF shares in Q4 2019, an estimated $630K.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #960 holding.
  • Advisor Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.