Houlihan Financial Resource Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$33K	Buy	+400	New	+$30.1K	0.02%	203

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Houlihan Financial Resource Group's ESGU Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2020: 400 shares worth $33K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings.

335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

Houlihan Financial Resource Group held 400 shares of iShares ESG Aware MSCI USA ETF worth $33K as of Q3 2020.
iShares ESG Aware MSCI USA ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares ESG Aware MSCI USA ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #203 holding.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.