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

IFS 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 Q1	–	Sell	-650	Closed	-$55K	–	59
2020 Q4	$55K	Buy	+650	New	+$52.8K	0.04%	43

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $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 $40.4B AUM 21.2% 1-Year Est. Return

IFS Advisors's ESGU Position: Q1 2021 in Review

IFS Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 650 shares — an estimated $55K sold.

IFS Advisors first reported a position in ESGU in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

IFS Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
IFS Advisors sold 650 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $55K.
IFS Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 1 quarter.
IFS Advisors's iShares ESG Aware MSCI USA ETF position peaked at $55K in Q4 2020.
489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.