JWM
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Janiczek Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Janiczek Wealth Management’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
Q2 		– Sell
-214
Closed -$19K – 911
2021
Q1 		$19K Buy
+214
New +$19K 0.01% 408

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Janiczek Wealth Management's ESGU Position: Q2 2021 in Review

Janiczek Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2021, closing a stake of 214 shares — an estimated $19K sold.

Janiczek Wealth Management first reported a position in ESGU in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • Janiczek Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • Janiczek Wealth Management sold 214 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $19K.
  • Janiczek Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 1 quarter.
  • Janiczek Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $19K in Q1 2021.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Janiczek Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.