Harvest Group Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Harvest Group Wealth Management’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	$1.71M	Buy	18,871 +6,563	+53%	+$580K	1.06%	23
2022 Q4	$1.04M	Sell	12,308 -1,369	-10%	-$117K	0.68%	25
2022 Q3	$1.14M	Buy	13,677 +1,200	+10%	+$106K	0.76%	24
2022 Q2	$1.13M	Sell	12,477 -1,888	-13%	-$172K	0.7%	25
2022 Q1	$1.46M	Buy	14,365 +11,130	+344%	+$1.11M	0.83%	24
2021 Q4	$349K	Hold	3,235	–	–	0.2%	33
2021 Q3	$319K	Hold	3,235	–	–	0.19%	32
2021 Q2	$319K	Hold	3,235	–	–	0.19%	29
2021 Q1	$310K	Buy	+3,235	New	+$288K	0.19%	23

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Harvest Group Wealth Management's ESGU Position: Q1 2023 in Review

Harvest Group Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 53% in Q1 2023, buying an estimated $580K and bringing the position to 18,871 shares worth $1.71M. The position accounts for 1.06% of the portfolio, ranked #23.

Harvest Group Wealth Management first reported a position in ESGU in Q1 2021 and has held it in 9 quarters since. 701 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Harvest Group Wealth Management held 18,871 shares of iShares ESG Aware MSCI USA ETF worth $1.71M as of Q1 2023.
Harvest Group Wealth Management bought 6,563 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $580K.
iShares ESG Aware MSCI USA ETF made up 1.06% of Harvest Group Wealth Management's portfolio in Q1 2023, its #23 holding.
Harvest Group Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 9 quarters since.
701 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.