Brightworth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Brightworth’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 Q1	–	Sell	-3,132	Closed	-$338K	–	126
2021 Q4	$338K	Buy	+3,132	New	+$329K	0.03%	100

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Brightworth's ESGU Position: Q1 2022 in Review

Brightworth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 3,132 shares — an estimated $338K sold.

Brightworth first reported a position in ESGU in Q4 2021 and held it in 1 quarter. The position peaked at $338K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

Brightworth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
Brightworth sold 3,132 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $338K.
Brightworth first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 1 quarter.
Brightworth's iShares ESG Aware MSCI USA ETF position peaked at $338K in Q4 2021.
651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Brightworth's 13F filing for Q1 2022, filed 29 Apr 2022.