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Axim Planning & Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-590
Closed -$47K – 72
2022
Q3 		$47K Buy
590
+583
+8,329% +$51.6K 0.05% 48
2022
Q2 		$1K Buy
+7
New +$639 ﹤0.01% 130

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $12.8B AUM 19.38% 1-Year Est. Return

Axim Planning & Wealth's ESGU Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 590 shares — an estimated $47K sold.

Axim Planning & Wealth first reported a position in ESGU in Q2 2022 and held it in 2 quarters. The position peaked at $47K in Q3 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 590 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $47K.
  • Axim Planning & Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares ESG Aware MSCI USA ETF position peaked at $47K in Q3 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.