Burt Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-69	Closed	-$6K	–	174
2020 Q4	$6K	Hold	69	–	–	﹤0.01%	303
2020 Q3	$5K	Hold	69	–	–	﹤0.01%	311
2020 Q2	$5K	Hold	69	–	–	﹤0.01%	298
2020 Q1	$4K	Hold	69	–	–	﹤0.01%	322
2019 Q4	$5K	Hold	69	–	–	﹤0.01%	293
2019 Q3	$5K	Hold	69	–	–	﹤0.01%	297
2019 Q2	$4K	Hold	69	–	–	﹤0.01%	303
2019 Q1	$4K	Buy	+69	New	+$4.12K	﹤0.01%	309

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Burt Wealth Advisors's ESGU Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 69 shares — an estimated $6K sold.

Burt Wealth Advisors first reported a position in ESGU in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

Burt Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 69 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $6K.
Burt Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and held it in 8 quarters.
Burt Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6K in Q4 2020.
489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.