Glass Jacobson Investment Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Glass Jacobson Investment Advisors’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	$16.3K	Buy	+192	New	+$16.4K	0.01%	453

Other funds holding ESGU

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Glass Jacobson Investment Advisors's ESGU Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022: 192 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #453 among its holdings.

703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Glass Jacobson Investment Advisors held 192 shares of iShares ESG Aware MSCI USA ETF worth $16.3K as of Q4 2022.
iShares ESG Aware MSCI USA ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
iShares ESG Aware MSCI USA ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #453 holding.
703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.