Cascadia Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGU
PAS
5L
Cascadia Advisory Services's ESGU Position: Q3 2021 in Review
Cascadia Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5% in Q3 2021, buying an estimated $300K and bringing the position to 62,379 shares worth $6.14M. The position accounts for 1.25% of the portfolio, ranked #16.
Cascadia Advisory Services first reported a position in ESGU in Q2 2020 and has held it in 5 quarters since. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.
- Cascadia Advisory Services held 62,379 shares of iShares ESG Aware MSCI USA ETF worth $6.14M as of Q3 2021.
- Cascadia Advisory Services bought 2,957 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $300K.
- iShares ESG Aware MSCI USA ETF made up 1.25% of Cascadia Advisory Services's portfolio in Q3 2021, its #16 holding.
- Cascadia Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 5 quarters since.
- 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.
Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.