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Castle Financial & Retirement Planning Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Castle Financial & Retirement Planning 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 		$1.79M Buy
+17,648
New +$1.85M 6.07% 5

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's ESGU Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021: 17,648 shares worth $1.79M. The stake represents 6.07% of the portfolio and ranks #5 among its holdings.

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

  • Castle Financial & Retirement Planning Associates held 17,648 shares of iShares ESG Aware MSCI USA ETF worth $1.79M as of Q4 2021.
  • iShares ESG Aware MSCI USA ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • iShares ESG Aware MSCI USA ETF made up 6.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #5 holding.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.