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Ausdal Financial Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ausdal Financial Partners’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
2023
Q2 		– Sell
-3,389
Closed -$307K – 440
2023
Q1 		$307K Sell
3,389
-3,117
-48% -$276K 0.04% 341
2022
Q4 		$551K Sell
6,506
-907
-12% -$77.4K 0.08% 231
2022
Q3 		$589K Sell
7,413
-99
-1% -$8.77K 0.09% 222
2022
Q2 		$630K Sell
7,512
-274
-4% -$25K 0.1% 227
2022
Q1 		$789K Buy
7,786
+716
+10% +$71.7K 0.11% 204
2021
Q4 		$763K Buy
7,070
+297
+4% +$31.2K 0.1% 218
2021
Q3 		$667K Sell
6,773
-162
-2% -$16.4K 0.1% 234
2021
Q2 		$683K Sell
6,935
-4,681
-40% -$448K 0.1% 221
2021
Q1 		$1.06M Sell
11,616
-81
-0.7% -$7.2K 0.18% 153
2020
Q4 		$1.01M Buy
11,697
+7,060
+152% +$573K 0.2% 140
2020
Q3 		$353K Buy
+4,637
New +$349K 0.09% 230

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ausdal Financial Partners's ESGU Position: Q2 2023 in Review

Ausdal Financial Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 3,389 shares — an estimated $307K sold.

Ausdal Financial Partners first reported a position in ESGU in Q3 2020 and held it in 11 quarters. The position peaked at $1.06M in Q1 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Ausdal Financial Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 3,389 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $307K.
  • Ausdal Financial Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 11 quarters.
  • Ausdal Financial Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.06M in Q1 2021.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Ausdal Financial Partners's 13F filing for Q2 2023, filed 31 Jul 2023.