Hayden Royal’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Hayden Royal’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	$380K	Hold	3,518	–	–	0.89%	27
2021 Q3	$346K	Buy	3,518 +557	+19%	+$56.4K	0.56%	47
2021 Q2	$292K	Sell	2,961 -276	-9%	-$26.4K	0.16%	147
2021 Q1	$294K	Sell	3,237 -1,757	-35%	-$156K	0.17%	130
2020 Q4	$430K	Buy	4,994 +1,212	+32%	+$98.4K	0.23%	100
2020 Q3	$288K	Buy	3,782 +99	+3%	+$7.46K	0.15%	148
2020 Q2	$258K	Buy	+3,683	New	+$242K	0.15%	126

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

Hayden Royal's ESGU Position: Q4 2021 in Review

Hayden Royal held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2021 at 3,518 shares worth $380K. The position accounts for 0.89% of the portfolio, ranked #27.

Hayden Royal first reported a position in ESGU in Q2 2020 and has held it in 7 quarters since. The position peaked at $430K in Q4 2020. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

Hayden Royal held 3,518 shares of iShares ESG Aware MSCI USA ETF worth $380K as of Q4 2021.
Hayden Royal left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2021.
iShares ESG Aware MSCI USA ETF made up 0.89% of Hayden Royal's portfolio in Q4 2021, its #27 holding.
Hayden Royal first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 7 quarters since.
Hayden Royal's iShares ESG Aware MSCI USA ETF position peaked at $430K in Q4 2020.
650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.