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Herold Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Herold Advisors’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
-1,546
Closed -$157K – 323
2022
Q1 		$157K Buy
+1,546
New +$155K 0.06% 228
2021
Q4 		– Sell
-1,286
Closed -$126K – 320
2021
Q3 		$126K Buy
+1,286
New +$130K 0.05% 246

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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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 $16B AUM 26.77% 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 $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Herold Advisors's ESGU Position: Q2 2022 in Review

Herold Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 1,546 shares — an estimated $157K sold.

Herold Advisors first reported a position in ESGU in Q3 2021 and held it in 2 quarters. The position peaked at $157K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Herold Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,546 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $157K.
  • Herold Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's iShares ESG Aware MSCI USA ETF position peaked at $157K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.