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Crumly & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Crumly & Associates’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
Q2 		– Sell
-2,380
Closed -$215K – 118
2023
Q1 		$215K Buy
+2,380
New +$210K 0.09% 104

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Crumly & Associates's ESGU Position: Q2 2023 in Review

Crumly & Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 2,380 shares — an estimated $215K sold.

Crumly & Associates first reported a position in ESGU in Q1 2023 and held it in 1 quarter. The position peaked at $215K in Q1 2023. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Crumly & Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Crumly & Associates sold 2,380 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $215K.
  • Crumly & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2023 and held it in 1 quarter.
  • Crumly & Associates's iShares ESG Aware MSCI USA ETF position peaked at $215K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Crumly & Associates's 13F filing for Q2 2023, filed 21 Jul 2023.