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Inscription Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Inscription Capital’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
2019
Q2 		– Sell
-546
Closed -$34K – 144
2019
Q1 		$34K Hold
546
– – 0.02% 202
2018
Q4 		$30K Buy
+546
New +$32.3K 0.02% 219

Other funds holding ESGU

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return

Inscription Capital's ESGU Position: Q2 2019 in Review

Inscription Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2019, closing a stake of 546 shares — an estimated $34K sold.

Inscription Capital first reported a position in ESGU in Q4 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2019. 67 funds tracked by Wall St. Rank hold ESGU as of Q2 2019.

  • Inscription Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 546 iShares ESG Aware MSCI USA ETF shares in Q2 2019, an estimated $34K.
  • Inscription Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's iShares ESG Aware MSCI USA ETF position peaked at $34K in Q1 2019.
  • 67 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.