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Ameritas Investment Company’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$549K Buy
5,573
+4,673
+519% +$474K 0.03% 392
2021
Q2 		$1.03M Buy
900
+877
+3,813% +$83.9K 0.05% 277
2021
Q1 		$2.09K Buy
+23
New +$2.04K ﹤0.01% 1914
2020
Q2 		– Sell
-184
Closed -$10K – 677
2020
Q1 		$10K Buy
+184
New +$12.5K ﹤0.01% 1188

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Ameritas Investment Company's ESGU Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 519% in Q3 2021, buying an estimated $474K and bringing the position to 5,573 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #392.

Ameritas Investment Company first reported a position in ESGU in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2021. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Ameritas Investment Company held 5,573 shares of iShares ESG Aware MSCI USA ETF worth $549K as of Q3 2021.
  • Ameritas Investment Company bought 4,673 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $474K.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #392 holding.
  • Ameritas Investment Company first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 4 quarters since.
  • Ameritas Investment Company's iShares ESG Aware MSCI USA ETF position peaked at $1.03M in Q2 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.