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

Evermay 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
Q1 		– Sell
-114
Closed -$12K – 542
2021
Q4 		$12K Buy
+114
New +$12K ﹤0.01% 393

Other funds holding ESGU

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Evermay Wealth Management's ESGU Position: Q1 2022 in Review

Evermay Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 114 shares — an estimated $12K sold.

Evermay Wealth Management first reported a position in ESGU in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Evermay Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 114 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $12K.
  • Evermay Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Evermay Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $12K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.