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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,766
Closed -$584K 84
2022
Q1
$584K Buy
5,766
+839
+17% +$84K 0.12% 48
2021
Q4
$532K Buy
4,927
+470
+11% +$49.3K 0.13% 45
2021
Q3
$439K Buy
4,457
+1,851
+71% +$188K 0.11% 55
2021
Q2
$257K Buy
+2,606
New +$249K 0.07% 69

Other funds holding ESGU

Brio Consultants's ESGU Position: Q2 2022 in Review

Brio Consultants sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 5,766 shares — an estimated $584K sold.

Brio Consultants first reported a position in ESGU in Q2 2021 and held it in 4 quarters. The position peaked at $584K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Brio Consultants reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Brio Consultants sold 5,766 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $584K.
  • Brio Consultants first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 4 quarters.
  • Brio Consultants's iShares ESG Aware MSCI USA ETF position peaked at $584K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Brio Consultants's 13F filing for Q2 2022, filed 14 Jul 2022.