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Bleakley Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bleakley Financial Group’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
Q1 		– Sell
-2,499
Closed -$212K – 926
2022
Q4 		$212K Buy
+2,499
New +$213K 0.01% 780

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bleakley Financial Group's ESGU Position: Q1 2023 in Review

Bleakley Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 2,499 shares — an estimated $212K sold.

Bleakley Financial Group first reported a position in ESGU in Q4 2022 and held it in 1 quarter. The position peaked at $212K in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Bleakley Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 2,499 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $212K.
  • Bleakley Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Bleakley Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $212K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Bleakley Financial Group's 13F filing for Q1 2023, filed 12 May 2023.