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CFM Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CFM Wealth Partners’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
2020
Q2 		– Sell
-505
Closed -$29K – 522
2020
Q1 		$29K Buy
+505
New +$34.4K 0.01% 324

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM Wealth Partners's ESGU Position: Q2 2020 in Review

CFM Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2020, closing a stake of 505 shares — an estimated $29K sold.

CFM Wealth Partners first reported a position in ESGU in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 301 funds tracked by Wall St. Rank hold ESGU as of Q2 2020.

  • CFM Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 505 iShares ESG Aware MSCI USA ETF shares in Q2 2020, an estimated $29K.
  • CFM Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 1 quarter.
  • CFM Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $29K in Q1 2020.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.