HGWM
ESGU icon

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
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