CIBC Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CIBC Asset 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	-4,315	Closed	-$437K	–	1344
2022 Q1	$437K	Hold	4,315	–	–	﹤0.01%	874
2021 Q4	$466K	Hold	4,315	–	–	﹤0.01%	855
2021 Q3	$425K	Hold	4,315	–	–	﹤0.01%	865
2021 Q2	$425K	Buy	+4,315	New	+$413K	﹤0.01%	849

Other funds holding ESGU

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

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

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

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

CIBC Asset Management's ESGU Position: Q2 2022 in Review

CIBC Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 4,315 shares — an estimated $437K sold.

CIBC Asset Management first reported a position in ESGU in Q2 2021 and held it in 4 quarters. The position peaked at $466K in Q4 2021. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

CIBC Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
CIBC Asset Management sold 4,315 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $437K.
CIBC Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 4 quarters.
CIBC Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $466K in Q4 2021.
660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on CIBC Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.