IWN
ESGU icon

Independent Wealth Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Independent Wealth Network’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
Q2 		– Sell
-7,511
Closed -$761K – 198
2022
Q1 		$761K Buy
7,511
+1,230
+20% +$123K 0.48% 52
2021
Q4 		$678K Buy
6,281
+773
+14% +$81.1K 0.42% 60
2021
Q3 		$587K Buy
+5,508
New +$558K 0.38% 69

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Independent Wealth Network's ESGU Position: Q2 2022 in Review

Independent Wealth Network sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 7,511 shares — an estimated $761K sold.

Independent Wealth Network first reported a position in ESGU in Q3 2021 and held it in 3 quarters. The position peaked at $761K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Independent Wealth Network reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Independent Wealth Network sold 7,511 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $761K.
  • Independent Wealth Network first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • Independent Wealth Network's iShares ESG Aware MSCI USA ETF position peaked at $761K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Independent Wealth Network's 13F filing for Q2 2022, filed 26 Jul 2022.