Fure Financial Corporation’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Fure Financial Corporation’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	-140	Closed	-$11K	–	40
2022 Q2	$11K	Buy	140 +28	+25%	+$2.56K	0.01%	43
2022 Q1	$11K	Hold	112	–	–	0.01%	43
2021 Q4	$12K	Hold	112	–	–	0.01%	41
2021 Q3	$11K	Buy	+112	New	+$11.3K	0.01%	35
2021 Q2	–	Sell	-112	Closed	-$10K	–	41
2021 Q1	$10K	Sell	112 -33	-23%	-$2.93K	0.01%	61
2020 Q4	$12K	Sell	145 -386	-73%	-$31.3K	0.01%	59
2020 Q3	$40K	Buy	+531	New	+$40K	0.03%	42

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

Fure Financial Corporation's ESGU Position: Q3 2022 in Review

Fure Financial Corporation sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 140 shares — an estimated $11K sold.

Fure Financial Corporation first reported a position in ESGU in Q3 2020 and held it in 7 quarters. The position peaked at $40K in Q3 2020. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

Fure Financial Corporation reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
Fure Financial Corporation sold 140 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $11K.
Fure Financial Corporation first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 7 quarters.
Fure Financial Corporation's iShares ESG Aware MSCI USA ETF position peaked at $40K in Q3 2020.
665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.