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

Halpern Financial’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
Q2 		– Sell
-101
Closed -$10.2K – 324
2022
Q1 		$10.2K Buy
+101
New +$10.1K ﹤0.01% 170
2020
Q4 		– Sell
-62
Closed -$4.72K – 206
2020
Q3 		$4.72K Buy
+62
New +$4.67K ﹤0.01% 158
2020
Q2 		– Sell
-74
Closed -$4.25K – 179
2020
Q1 		$4.25K Buy
+74
New +$5.04K ﹤0.01% 126

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
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
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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Halpern Financial's ESGU Position: Q2 2022 in Review

Halpern Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 101 shares — an estimated $10.2K sold.

Halpern Financial first reported a position in ESGU in Q1 2020 and held it in 3 quarters. The position peaked at $10.2K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Halpern Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Halpern Financial sold 101 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $10.2K.
  • Halpern Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 3 quarters.
  • Halpern Financial's iShares ESG Aware MSCI USA ETF position peaked at $10.2K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Halpern Financial's 13F filing for Q2 2022, filed 21 Sep 2023.