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Jefferies Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Jefferies Group’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
2022
Q3 		$255K Buy
3,205
+10
+0.3% +$886 ﹤0.01% 1294
2022
Q2 		$268K Buy
+3,195
New +$292K ﹤0.01% 1200

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Jefferies Group's ESGU Position: Q3 2022 in Review

Jefferies Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.31% in Q3 2022, buying an estimated $886 and bringing the position to 3,205 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Jefferies Group first reported a position in ESGU in Q2 2022 and has held it in 2 quarters since. The position peaked at $268K in Q2 2022. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • Jefferies Group held 3,205 shares of iShares ESG Aware MSCI USA ETF worth $255K as of Q3 2022.
  • Jefferies Group bought 10 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $886.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1294 holding.
  • Jefferies Group first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and has held it in 2 quarters since.
  • Jefferies Group's iShares ESG Aware MSCI USA ETF position peaked at $268K in Q2 2022.
  • 665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.