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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

HHM Wealth Advisors's ESGU Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 121 shares — an estimated $11.4K sold.

HHM Wealth Advisors first reported a position in ESGU in Q3 2021 and held it in 9 quarters. The position peaked at $150K in Q2 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 121 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $11.4K.
HHM Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 9 quarters.
HHM Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $150K in Q2 2023.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.