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FormulaFolio Investments’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

FormulaFolio Investments’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 		$1K Hold
10
– – ﹤0.01% 463
2021
Q1 		$1K Sell
10
-219,213
-100% -$19.5M ﹤0.01% 433
2020
Q4 		$18.9M Buy
+219,223
New +$17.8M 0.4% 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

FormulaFolio Investments's ESGU Position: Q2 2021 in Review

FormulaFolio Investments held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

FormulaFolio Investments first reported a position in ESGU in Q4 2020 and has held it in 3 quarters since. The position peaked at $18.9M in Q4 2020. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • FormulaFolio Investments held 10 shares of iShares ESG Aware MSCI USA ETF worth $1K as of Q2 2021.
  • FormulaFolio Investments left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2021.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #463 holding.
  • FormulaFolio Investments first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's iShares ESG Aware MSCI USA ETF position peaked at $18.9M in Q4 2020.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.