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Fulton Bank’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fulton Bank’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
Q4 		– Sell
-7,040
Closed -$559K – 529
2022
Q3 		$559K Hold
7,040
– – 0.03% 280
2022
Q2 		$591K Buy
+7,040
New +$643K 0.03% 279

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Fulton Bank's ESGU Position: Q4 2022 in Review

Fulton Bank sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 7,040 shares — an estimated $559K sold.

Fulton Bank first reported a position in ESGU in Q2 2022 and held it in 2 quarters. The position peaked at $591K in Q2 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Fulton Bank reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Fulton Bank sold 7,040 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $559K.
  • Fulton Bank first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Fulton Bank's iShares ESG Aware MSCI USA ETF position peaked at $591K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Fulton Bank's 13F filing for Q4 2022, filed 5 Jan 2023.