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Aquire Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-612
Closed -$66K – 97
2021
Q4 		$66K Buy
+612
New +$64.2K 0.03% 82

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Aquire Wealth Advisors's ESGU Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 612 shares — an estimated $66K sold.

Aquire Wealth Advisors first reported a position in ESGU in Q4 2021 and held it in 1 quarter. The position peaked at $66K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 612 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $66K.
  • Aquire Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $66K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.