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DSM Capital Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

DSM Capital Partners’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
2021
Q1 		– Sell
-4,182
Closed -$360K – 71
2020
Q4 		$360K Buy
+4,182
New +$340K ﹤0.01% 51

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LPL Financial
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

DSM Capital Partners's ESGU Position: Q1 2021 in Review

DSM Capital Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 4,182 shares — an estimated $360K sold.

DSM Capital Partners first reported a position in ESGU in Q4 2020 and held it in 1 quarter. The position peaked at $360K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • DSM Capital Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • DSM Capital Partners sold 4,182 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $360K.
  • DSM Capital Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 1 quarter.
  • DSM Capital Partners's iShares ESG Aware MSCI USA ETF position peaked at $360K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on DSM Capital Partners's 13F filing for Q1 2021, filed 14 May 2021.