Clarfeld Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$135K	Buy	+2,446	New	+$145K	0.11%	59

Other funds holding ESGU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Clarfeld Financial Advisors's ESGU Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2018: 2,446 shares worth $135K. The stake represents 0.11% of the portfolio and ranks #59 among its holdings.

49 funds tracked by Wall St. Rank hold ESGU as of Q4 2018.

Clarfeld Financial Advisors held 2,446 shares of iShares ESG Aware MSCI USA ETF worth $135K as of Q4 2018.
iShares ESG Aware MSCI USA ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares ESG Aware MSCI USA ETF made up 0.11% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #59 holding.
49 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.