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CCG Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CCG Wealth Management’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
2022
Q2 		– Sell
-2,798
Closed -$284K – 114
2022
Q1 		$284K Sell
2,798
-1,188
-30% -$119K 0.14% 91
2021
Q4 		$430K Sell
3,986
-17,113
-81% -$1.8M 0.22% 47
2021
Q3 		$2.08M Buy
+21,099
New +$2.14M 1.2% 17

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

CCG Wealth Management's ESGU Position: Q2 2022 in Review

CCG Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 2,798 shares — an estimated $284K sold.

CCG Wealth Management first reported a position in ESGU in Q3 2021 and held it in 3 quarters. The position peaked at $2.08M in Q3 2021. 661 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • CCG Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • CCG Wealth Management sold 2,798 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $284K.
  • CCG Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • CCG Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $2.08M in Q3 2021.
  • 661 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on CCG Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.