Ifrah Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ifrah Financial Services’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 Q4	–	Sell	-2,648	Closed	-$210K	–	202
2022 Q3	$210K	Buy	2,648 +33	+1%	+$2.92K	0.07%	178
2022 Q2	$219K	Buy	2,615 +10	+0.4%	+$913	0.07%	186
2022 Q1	$264K	Sell	2,605 -2,619	-50%	-$262K	0.07%	182
2021 Q4	$564K	Buy	5,224 +13	+0.2%	+$1.36K	0.15%	116
2021 Q3	$513K	Buy	5,211 +148	+3%	+$15K	0.15%	116
2021 Q2	$499K	Sell	5,063 -263	-5%	-$25.2K	0.14%	119
2021 Q1	$484K	Buy	5,326 +1,265	+31%	+$112K	0.15%	121
2020 Q4	$349K	Buy	4,061 +1,395	+52%	+$113K	0.11%	135
2020 Q3	$203K	Buy	+2,666	New	+$201K	0.07%	173

Other funds holding ESGU

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Ifrah Financial Services's ESGU Position: Q4 2022 in Review

Ifrah Financial Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 2,648 shares — an estimated $210K sold.

Ifrah Financial Services first reported a position in ESGU in Q3 2020 and held it in 9 quarters. The position peaked at $564K in Q4 2021. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Ifrah Financial Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
Ifrah Financial Services sold 2,648 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $210K.
Ifrah Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 9 quarters.
Ifrah Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $564K in Q4 2021.
703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Ifrah Financial Services's 13F filing for Q4 2022, filed 6 Feb 2023.