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

Hoover Financial 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
2021 Q2	$38K	Hold	387	–	–	0.01%	316
2021 Q1	$37K	Hold	387	–	–	0.01%	288
2020 Q4	$34K	Buy	+387	New	+$31.4K	0.01%	271

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Hoover Financial Advisors's ESGU Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q2 2021 at 387 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #316.

Hoover Financial Advisors first reported a position in ESGU in Q4 2020 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

Hoover Financial Advisors held 387 shares of iShares ESG Aware MSCI USA ETF worth $38K as of Q2 2021.
Hoover Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q2 2021.
iShares ESG Aware MSCI USA ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #316 holding.
Hoover Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 3 quarters since.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.