Carroll Financial Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Carroll Financial Associates’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 Q4	$687K	Buy	+6,334	New	+$665K	0.04%	220

Other funds holding ESGU

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Carroll Financial Associates's ESGU Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021: 6,334 shares worth $687K. The stake represents 0.04% of the portfolio and ranks #220 among its holdings.

650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

Carroll Financial Associates held 6,334 shares of iShares ESG Aware MSCI USA ETF worth $687K as of Q4 2021.
iShares ESG Aware MSCI USA ETF was a new Carroll Financial Associates position in Q4 2021.
iShares ESG Aware MSCI USA ETF made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #220 holding.
650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.