First Allied Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$12.3M Buy
160,913
+10,493
+7% +$790K 0.41% 47
2020
Q2
$10.5M Buy
150,420
+80,490
+115% +$5.3M 0.39% 50
2020
Q1
$4.02M Buy
+69,930
New +$4.76M 0.17% 134
2019
Q4
Sell
-1,232
Closed -$82K 1282
2019
Q3
$82K Buy
+1,232
New +$80.1K ﹤0.01% 1271

Other funds holding ESGU

First Allied Advisory Services's ESGU Position: Q3 2020 in Review

First Allied Advisory Services increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 7% in Q3 2020, buying an estimated $790K and bringing the position to 160,913 shares worth $12.3M. The position accounts for 0.41% of the portfolio, ranked #47.

First Allied Advisory Services first reported a position in ESGU in Q3 2019 and has held it in 4 quarters since. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

  • First Allied Advisory Services held 160,913 shares of iShares ESG Aware MSCI USA ETF worth $12.3M as of Q3 2020.
  • First Allied Advisory Services bought 10,493 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $790K.
  • iShares ESG Aware MSCI USA ETF made up 0.41% of First Allied Advisory Services's portfolio in Q3 2020, its #47 holding.
  • First Allied Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and has held it in 4 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.