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Insight Wealth Strategies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-44,079
Closed -$4.34M – 163
2021
Q3 		$4.34M Buy
44,079
+4,580
+12% +$464K 0.61% 25
2021
Q2 		$3.89M Sell
39,499
-8,735
-18% -$836K 0.55% 26
2021
Q1 		$4.38M Buy
48,234
+31,556
+189% +$2.81M 0.59% 26
2020
Q4 		$1.44M Buy
+16,678
New +$1.35M 0.24% 58

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
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

Insight Wealth Strategies's ESGU Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021, closing a stake of 44,079 shares — an estimated $4.34M sold.

Insight Wealth Strategies first reported a position in ESGU in Q4 2020 and held it in 4 quarters. The position peaked at $4.38M in Q1 2021. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 44,079 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $4.34M.
  • Insight Wealth Strategies first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's iShares ESG Aware MSCI USA ETF position peaked at $4.38M in Q1 2021.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.