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Benedetti & Gucer’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Benedetti & Gucer’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
Q2 		– Sell
-2,243
Closed -$203K – 90
2021
Q1 		$203K Buy
+2,243
New +$199K 0.19% 79

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Benedetti & Gucer's ESGU Position: Q2 2021 in Review

Benedetti & Gucer sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2021, closing a stake of 2,243 shares — an estimated $203K sold.

Benedetti & Gucer first reported a position in ESGU in Q1 2021 and held it in 1 quarter. The position peaked at $203K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • Benedetti & Gucer reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • Benedetti & Gucer sold 2,243 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $203K.
  • Benedetti & Gucer first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 1 quarter.
  • Benedetti & Gucer's iShares ESG Aware MSCI USA ETF position peaked at $203K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Benedetti & Gucer's 13F filing for Q2 2021, filed 6 Aug 2021.