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CA Family Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CA Family Wealth’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
2020
Q1 		$413K Buy
+7,180
New +$489K 0.44% 13

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CA Family Wealth's ESGU Position: Q1 2020 in Review

CA Family Wealth opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2020: 7,180 shares worth $413K. The stake represents 0.44% of the portfolio and ranks #13 among its holdings.

237 funds tracked by Wall St. Rank hold ESGU as of Q1 2020.

  • CA Family Wealth held 7,180 shares of iShares ESG Aware MSCI USA ETF worth $413K as of Q1 2020.
  • iShares ESG Aware MSCI USA ETF was a new CA Family Wealth position in Q1 2020.
  • iShares ESG Aware MSCI USA ETF made up 0.44% of CA Family Wealth's portfolio in Q1 2020, its #13 holding.
  • 237 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.