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BerganKDV Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

BerganKDV Wealth 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
2023
Q2 		– Sell
-514
Closed -$46.5K – 932
2023
Q1 		$46.5K Buy
+514
New +$45.5K ﹤0.01% 399

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

BerganKDV Wealth Management's ESGU Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 514 shares — an estimated $46.5K sold.

BerganKDV Wealth Management first reported a position in ESGU in Q1 2023 and held it in 1 quarter. The position peaked at $46.5K in Q1 2023. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 514 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $46.5K.
  • BerganKDV Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $46.5K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.