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Greenwood Capital Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Greenwood Capital Associates’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
2023
Q1 		– Sell
-35,241
Closed -$2.99M – 242
2022
Q4 		$2.99M Sell
35,241
-625
-2% -$53.3K 0.49% 56
2022
Q3 		$2.85M Buy
35,866
+437
+1% +$38.7K 0.49% 57
2022
Q2 		$2.97M Buy
35,429
+1,967
+6% +$180K 0.48% 59
2022
Q1 		$3.39M Sell
33,462
-19,414
-37% -$1.94M 0.89% 28
2021
Q4 		$5.71M Sell
52,876
-1,910
-3% -$200K 0.81% 46
2021
Q3 		$5.39M Sell
54,786
-1,351
-2% -$137K 0.83% 47
2021
Q2 		$5.53M Buy
56,137
+1,110
+2% +$106K 0.84% 45
2021
Q1 		$5M Buy
55,027
+6,144
+13% +$546K 0.79% 42
2020
Q4 		$4.21M Buy
48,883
+3,852
+9% +$313K 0.71% 49
2020
Q3 		$3.43M Sell
45,031
-989
-2% -$74.5K 0.67% 53
2020
Q2 		$3.22M Buy
46,020
+5,601
+14% +$369K 0.74% 52
2020
Q1 		$2.32M Buy
+40,419
New +$2.75M 0.68% 51

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Greenwood Capital Associates's ESGU Position: Q1 2023 in Review

Greenwood Capital Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 35,241 shares — an estimated $2.99M sold.

Greenwood Capital Associates first reported a position in ESGU in Q1 2020 and held it in 12 quarters. The position peaked at $5.71M in Q4 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Greenwood Capital Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Greenwood Capital Associates sold 35,241 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $2.99M.
  • Greenwood Capital Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 12 quarters.
  • Greenwood Capital Associates's iShares ESG Aware MSCI USA ETF position peaked at $5.71M in Q4 2021.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Greenwood Capital Associates's 13F filing for Q1 2023, filed 12 May 2023.