Canvas Wealth Advisors’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
Q3
Sell
-2,840
Closed -$238K 130
2022
Q2
$238K Buy
+2,840
New +$259K 0.1% 112

Other funds holding ESGU

Canvas Wealth Advisors's ESGU Position: Q3 2022 in Review

Canvas Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 2,840 shares — an estimated $238K sold.

Canvas Wealth Advisors first reported a position in ESGU in Q2 2022 and held it in 1 quarter. The position peaked at $238K in Q2 2022. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • Canvas Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Canvas Wealth Advisors sold 2,840 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $238K.
  • Canvas Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 1 quarter.
  • Canvas Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $238K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Canvas Wealth Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.