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Epic Trust Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Epic Trust Investment 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
Q2 		– Sell
-2,136
Closed -$217K – 77
2022
Q1 		$217K Sell
2,136
-731
-25% -$73.2K 0.34% 73
2021
Q4 		$309K Buy
+2,867
New +$301K 0.45% 54

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
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

Epic Trust Investment Advisors's ESGU Position: Q2 2022 in Review

Epic Trust Investment Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 2,136 shares — an estimated $217K sold.

Epic Trust Investment Advisors first reported a position in ESGU in Q4 2021 and held it in 2 quarters. The position peaked at $309K in Q4 2021. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Epic Trust Investment Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 2,136 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $217K.
  • Epic Trust Investment Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 2 quarters.
  • Epic Trust Investment Advisors's iShares ESG Aware MSCI USA ETF position peaked at $309K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.