ACM
ESGU icon

Anfield Capital Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Anfield Capital 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
2020
Q1 		– Sell
-15,707
Closed -$1.17M – 191
2019
Q4 		$1.17M Buy
+15,707
New +$1.07M 0.47% 33

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anfield Capital Management's ESGU Position: Q1 2020 in Review

Anfield Capital Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2020, closing a stake of 15,707 shares — an estimated $1.17M sold.

Anfield Capital Management first reported a position in ESGU in Q4 2019 and held it in 1 quarter. The position peaked at $1.17M in Q4 2019. 237 funds tracked by Wall St. Rank hold ESGU as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 15,707 iShares ESG Aware MSCI USA ETF shares in Q1 2020, an estimated $1.17M.
  • Anfield Capital Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares ESG Aware MSCI USA ETF position peaked at $1.17M in Q4 2019.
  • 237 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.