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Eagle Bay Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Eagle Bay Advisors’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
Q4 		– Sell
-42
Closed -$3K – 980
2022
Q3 		$3K Hold
42
– – ﹤0.01% 727
2022
Q2 		$3.52K Buy
+42
New +$3.84K ﹤0.01% 774

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Eagle Bay Advisors's ESGU Position: Q4 2022 in Review

Eagle Bay Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 42 shares — an estimated $3K sold.

Eagle Bay Advisors first reported a position in ESGU in Q2 2022 and held it in 2 quarters. The position peaked at $3.52K in Q2 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Eagle Bay Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Eagle Bay Advisors sold 42 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $3K.
  • Eagle Bay Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Eagle Bay Advisors's iShares ESG Aware MSCI USA ETF position peaked at $3.52K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Eagle Bay Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.