BCA
ESGU icon

Berman Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Berman Capital 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
2021
Q3 		$321K Hold
3,261
– – 0.05% 190
2021
Q2 		$321K Hold
3,261
– – 0.05% 171
2021
Q1 		$296K Hold
3,261
– – 0.06% 148
2020
Q4 		$280K Hold
3,261
– – 0.07% 129
2020
Q3 		$248K Hold
3,261
– – 0.07% 130
2020
Q2 		$228K Buy
3,261
+398
+14% +$26.2K 0.06% 129
2020
Q1 		$164K Hold
2,863
– – 0.05% 143
2019
Q4 		$204K Buy
+2,863
New +$195K 0.06% 132

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Berman Capital Advisors's ESGU Position: Q3 2021 in Review

Berman Capital Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2021 at 3,261 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #190.

Berman Capital Advisors first reported a position in ESGU in Q4 2019 and has held it in 8 quarters since. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Berman Capital Advisors held 3,261 shares of iShares ESG Aware MSCI USA ETF worth $321K as of Q3 2021.
  • Berman Capital Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2021.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #190 holding.
  • Berman Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 8 quarters since.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.