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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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return