HBW Advisory Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

HBW Advisory Services’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	-3,783	Closed	-$383K	–	226
2022 Q1	$383K	Buy	3,783 +624	+20%	+$62.5K	0.13%	157
2021 Q4	$341K	Sell	3,159 -4	-0.1%	-$420	0.08%	195
2021 Q3	$311K	Buy	3,163 +54	+2%	+$5.47K	0.08%	200
2021 Q2	$306K	Sell	3,109 -3,057	-50%	-$292K	0.08%	186
2021 Q1	$560K	Buy	6,166 +1,410	+30%	+$125K	0.15%	137
2020 Q4	$409K	Buy	4,756 +333	+8%	+$27K	0.12%	138
2020 Q3	$337K	Sell	4,423 -214	-5%	-$16.1K	0.14%	131
2020 Q2	$325K	Buy	+4,637	New	+$305K	0.15%	134

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

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

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

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

PAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

HBW Advisory Services's ESGU Position: Q2 2022 in Review

HBW Advisory Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 3,783 shares — an estimated $383K sold.

HBW Advisory Services first reported a position in ESGU in Q2 2020 and held it in 8 quarters. The position peaked at $560K in Q1 2021. 661 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

HBW Advisory Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
HBW Advisory Services sold 3,783 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $383K.
HBW Advisory Services first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 8 quarters.
HBW Advisory Services's iShares ESG Aware MSCI USA ETF position peaked at $560K in Q1 2021.
661 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on HBW Advisory Services's 13F filing for Q2 2022, filed 13 Jul 2022.