Claraphi Advisory Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,044
Closed -$300K 321
2021
Q2
$300K Sell
3,044
-2,086
-41% -$200K 0.09% 240
2021
Q1
$466K Buy
+5,130
New +$456K 0.13% 166

Other funds holding ESGU

Claraphi Advisory Network's ESGU Position: Q3 2021 in Review

Claraphi Advisory Network sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2021, closing a stake of 3,044 shares — an estimated $300K sold.

Claraphi Advisory Network first reported a position in ESGU in Q1 2021 and held it in 2 quarters. The position peaked at $466K in Q1 2021. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Claraphi Advisory Network reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 3,044 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $300K.
  • Claraphi Advisory Network first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 2 quarters.
  • Claraphi Advisory Network's iShares ESG Aware MSCI USA ETF position peaked at $466K in Q1 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Claraphi Advisory Network's 13F filing for Q3 2021, filed 15 Nov 2021.