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

HHM Wealth 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
2023
Q4 		– Sell
-121
Closed -$11.4K – 764
2023
Q3 		$11.4K Sell
121
-1,416
-92% -$139K ﹤0.01% 483
2023
Q2 		$150K Buy
1,537
+121
+9% +$11.2K 0.03% 163
2023
Q1 		$128K Buy
1,416
+1,380
+3,833% +$122K 0.03% 172
2022
Q4 		$3.05K Hold
36
– – ﹤0.01% 573
2022
Q3 		$3K Hold
36
– – ﹤0.01% 576
2022
Q2 		$3K Hold
36
– – ﹤0.01% 706
2022
Q1 		$4K Hold
36
– – ﹤0.01% 630
2021
Q4 		$4K Hold
36
– – ﹤0.01% 590
2021
Q3 		$4K Buy
+36
New +$3.65K ﹤0.01% 560

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return