Fulcrum Equity Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fulcrum Equity 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 Q3	–	Sell	-2,474	Closed	-$208K	–	77
2022 Q2	$208K	Sell	2,474 -150	-6%	-$13.7K	0.17%	71
2022 Q1	$266K	Buy	2,624 +152	+6%	+$15.2K	0.16%	87
2021 Q4	$267K	Buy	+2,472	New	+$259K	0.1%	145

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Fulcrum Equity Management's ESGU Position: Q3 2022 in Review

Fulcrum Equity Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 2,474 shares — an estimated $208K sold.

Fulcrum Equity Management first reported a position in ESGU in Q4 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2021. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

Fulcrum Equity Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
Fulcrum Equity Management sold 2,474 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $208K.
Fulcrum Equity Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 3 quarters.
Fulcrum Equity Management's iShares ESG Aware MSCI USA ETF position peaked at $267K in Q4 2021.
665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Fulcrum Equity Management's 13F filing for Q3 2022, filed 11 Oct 2022.