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

Bernardo Wealth Planning’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
Q2 		– Sell
-60,761
Closed -$6.16M – 87
2022
Q1 		$6.16M Buy
60,761
+1,487
+3% +$149K 3.06% 11
2021
Q4 		$6.39M Buy
59,274
+1,237
+2% +$130K 3.12% 11
2021
Q3 		$5.71M Sell
58,037
-975
-2% -$98.8K 3.32% 9
2021
Q2 		$5.81M Buy
59,012
+5,605
+10% +$536K 3.49% 8
2021
Q1 		$4.85M Buy
53,407
+1,283
+2% +$114K 3.09% 10
2020
Q4 		$4.48M Buy
52,124
+3,062
+6% +$249K 1.73% 13
2020
Q3 		$3.74M Buy
49,062
+505
+1% +$38K 1.68% 13
2020
Q2 		$3.4M Buy
48,557
+4,185
+9% +$276K 1.82% 14
2020
Q1 		$2.55M Buy
+44,372
New +$3.02M 1.77% 12

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return