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ERTS Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

ERTS Wealth 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
2019
Q3 		– Sell
-3,331
Closed -$215K – 84
2019
Q2 		$215K Buy
3,331
+50
+2% +$3.17K 0.12% 77
2019
Q1 		$204K Buy
3,281
+2,481
+310% +$148K 0.12% 82
2018
Q4 		$44K Buy
+800
New +$47.3K 0.03% 161

Other funds holding ESGU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ERTS Wealth Advisors's ESGU Position: Q3 2019 in Review

ERTS Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2019, closing a stake of 3,331 shares — an estimated $215K sold.

ERTS Wealth Advisors first reported a position in ESGU in Q4 2018 and held it in 3 quarters. The position peaked at $215K in Q2 2019. 79 funds tracked by Wall St. Rank hold ESGU as of Q3 2019.

  • ERTS Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 3,331 iShares ESG Aware MSCI USA ETF shares in Q3 2019, an estimated $215K.
  • ERTS Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and held it in 3 quarters.
  • ERTS Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $215K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2019.

Based on ERTS Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.