GoalVest Advisory’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-385
Closed -$39K 380
2022
Q1
$39K Buy
+385
New +$38.6K 0.02% 166
2021
Q2
$44K Buy
+443
New +$42.4K 0.03% 151
2021
Q1
Sell
-928
Closed -$80K 187
2020
Q4
$80K Buy
+928
New +$75.4K 0.07% 100

Other funds holding ESGU

GoalVest Advisory's ESGU Position: Q2 2022 in Review

GoalVest Advisory sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 385 shares — an estimated $39K sold.

GoalVest Advisory first reported a position in ESGU in Q4 2020 and held it in 3 quarters. The position peaked at $80K in Q4 2020. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • GoalVest Advisory reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 385 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $39K.
  • GoalVest Advisory first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 3 quarters.
  • GoalVest Advisory's iShares ESG Aware MSCI USA ETF position peaked at $80K in Q4 2020.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.