Clifford Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Clifford Group’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
2023 Q1	–	Sell	-120,012	Closed	-$10.2M	–	68
2022 Q4	$10.2M	Buy	+120,012	New	+$10.2M	12.7%	2

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Clifford Group's ESGU Position: Q1 2023 in Review

Clifford Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 120,012 shares — an estimated $10.2M sold.

Clifford Group first reported a position in ESGU in Q4 2022 and held it in 1 quarter. The position peaked at $10.2M in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Clifford Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Clifford Group sold 120,012 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $10.2M.
Clifford Group first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 1 quarter.
Clifford Group's iShares ESG Aware MSCI USA ETF position peaked at $10.2M in Q4 2022.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Clifford Group's 13F filing for Q1 2023, filed 15 May 2023.