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Fiduciary Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-859
Closed -$78K – 125
2021
Q1 		$78K Buy
859
+3
+0.4% +$267 0.12% 60
2020
Q4 		$74K Buy
856
+3
+0.4% +$244 0.1% 66
2020
Q3 		$65K Buy
+853
New +$64.3K 0.11% 63

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
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

Fiduciary Planning's ESGU Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2021, closing a stake of 859 shares — an estimated $78K sold.

Fiduciary Planning first reported a position in ESGU in Q3 2020 and held it in 3 quarters. The position peaked at $78K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 859 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $78K.
  • Fiduciary Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares ESG Aware MSCI USA ETF position peaked at $78K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.