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

Intercontinental Wealth 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
2023
Q2 		$2.72M Sell
27,950
-136
-0.5% -$12.6K 0.65% 26
2023
Q1 		$2.54M Buy
28,086
+100
+0.4% +$8.84K 0.65% 23
2022
Q4 		$2.37M Buy
27,986
+470
+2% +$40.1K 0.71% 22
2022
Q3 		$2.19M Buy
+27,516
New +$2.44M 0.69% 21

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Intercontinental Wealth Advisors's ESGU Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.48% in Q2 2023, selling an estimated $12.6K and leaving 27,950 shares worth $2.72M. The position accounts for 0.65% of the portfolio, ranked #26.

Intercontinental Wealth Advisors first reported a position in ESGU in Q3 2022 and has held it in 4 quarters since. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Intercontinental Wealth Advisors held 27,950 shares of iShares ESG Aware MSCI USA ETF worth $2.72M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 136 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $12.6K.
  • iShares ESG Aware MSCI USA ETF made up 0.65% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #26 holding.
  • Intercontinental Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and has held it in 4 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.