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Consilium Wealth Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Consilium Wealth Advisory’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
Q1 		– Sell
-2,534
Closed -$273K – 86
2021
Q4 		$273K Buy
+2,534
New +$266K 0.18% 77

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Consilium Wealth Advisory's ESGU Position: Q1 2022 in Review

Consilium Wealth Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 2,534 shares — an estimated $273K sold.

Consilium Wealth Advisory first reported a position in ESGU in Q4 2021 and held it in 1 quarter. The position peaked at $273K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Consilium Wealth Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Consilium Wealth Advisory sold 2,534 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $273K.
  • Consilium Wealth Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Consilium Wealth Advisory's iShares ESG Aware MSCI USA ETF position peaked at $273K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Consilium Wealth Advisory's 13F filing for Q1 2022, filed 18 Apr 2022.