JFS
ESGU icon

JD Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

JD Financial Services’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
-2,244
Closed -$204K – 37
2021
Q1 		$204K Sell
2,244
-4,398
-66% -$391K 0.26% 45
2020
Q4 		$571K Buy
+6,642
New +$539K 0.62% 15

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 $12.8B AUM 19.38% 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

JD Financial Services's ESGU Position: Q2 2021 in Review

JD Financial Services sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2021, closing a stake of 2,244 shares — an estimated $204K sold.

JD Financial Services first reported a position in ESGU in Q4 2020 and held it in 2 quarters. The position peaked at $571K in Q4 2020. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • JD Financial Services reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
  • JD Financial Services sold 2,244 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $204K.
  • JD Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 2 quarters.
  • JD Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $571K in Q4 2020.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on JD Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.