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

ForthRight 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
2021
Q1 		– Sell
-7
Closed -$1K – 74
2020
Q4 		$1K Buy
+7
New +$568 ﹤0.01% 171

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Carson Wealth (CWM LLC)
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Morgan Stanley
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Osaic Holdings
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PAS
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JP Morgan Chase
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Janney Montgomery Scott
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ForthRight Wealth Management's ESGU Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

ForthRight Wealth Management first reported a position in ESGU in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 7 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $1K.
  • ForthRight Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.