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Curi Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-197
Closed -$17K – 355
2022
Q2 		$17K Buy
+197
New +$18K ﹤0.01% 320

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Curi Wealth Management's ESGU Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 197 shares — an estimated $17K sold.

Curi Wealth Management first reported a position in ESGU in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 197 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $17K.
  • Curi Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $17K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.