Buckingham Capital Management (Ohio)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Buckingham Capital Management (Ohio)’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	-2,705	Closed	-$229K	–	118
2022 Q4	$229K	Sell	2,705 -1,341	-33%	-$114K	0.04%	106
2022 Q3	$321K	Buy	4,046 +540	+15%	+$47.8K	0.06%	93
2022 Q2	$294K	Buy	3,506 +1,020	+41%	+$93.2K	0.06%	98
2022 Q1	$252K	Buy	2,486 +338	+16%	+$33.9K	0.04%	105
2021 Q4	$232K	Sell	2,148 -13	-0.6%	-$1.36K	0.04%	112
2021 Q3	$213K	Sell	2,161 -328	-13%	-$33.2K	0.03%	113
2021 Q2	$245K	Hold	2,489	–	–	0.04%	113
2021 Q1	$226K	Buy	+2,489	New	+$221K	0.04%	113

Other funds holding ESGU

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Buckingham Capital Management (Ohio)'s ESGU Position: Q1 2023 in Review

Buckingham Capital Management (Ohio) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 2,705 shares — an estimated $229K sold.

Buckingham Capital Management (Ohio) first reported a position in ESGU in Q1 2021 and held it in 8 quarters. The position peaked at $321K in Q3 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Buckingham Capital Management (Ohio) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 2,705 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $229K.
Buckingham Capital Management (Ohio) first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 8 quarters.
Buckingham Capital Management (Ohio)'s iShares ESG Aware MSCI USA ETF position peaked at $321K in Q3 2022.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2023, filed 11 Apr 2023.