HawsGoodwin Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HawsGoodwin Investment 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
2021 Q4	$39.9M	Buy	370,127 +8,131	+2%	+$853K	11.64%	1
2021 Q3	$35.6M	Buy	361,996 +7,535	+2%	+$764K	10.82%	1
2021 Q2	$34.9M	Sell	354,461 -20,604	-5%	-$1.97M	10.75%	1
2021 Q1	$34.1M	Buy	375,065 +18,456	+5%	+$1.64M	10.9%	1
2020 Q4	$30.7M	Buy	356,609 +68,749	+24%	+$5.58M	9.63%	1
2020 Q3	$21.9M	Buy	287,860 +13,249	+5%	+$998K	7.8%	2
2020 Q2	$19.2M	Buy	274,611 +172,059	+168%	+$11.3M	7.55%	2
2020 Q1	$5.9M	Buy	+102,552	New	+$6.98M	2.97%	8

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

HawsGoodwin Investment Management's ESGU Position: Q4 2021 in Review

HawsGoodwin Investment Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 2.2% in Q4 2021, buying an estimated $853K and bringing the position to 370,127 shares worth $39.9M. The position accounts for 11.64% of the portfolio, ranked #1.

HawsGoodwin Investment Management first reported a position in ESGU in Q1 2020 and has held it in 8 quarters since. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

HawsGoodwin Investment Management held 370,127 shares of iShares ESG Aware MSCI USA ETF worth $39.9M as of Q4 2021.
HawsGoodwin Investment Management bought 8,131 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $853K.
iShares ESG Aware MSCI USA ETF made up 11.64% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #1 holding.
HawsGoodwin Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 8 quarters since.
650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.