Johnson Midwest Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Johnson Midwest Financial’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 Q3	$1.88K	Hold	20	–	–	﹤0.01%	318
2023 Q2	$1.95K	Hold	20	–	–	﹤0.01%	318
2023 Q1	$1.81K	Hold	20	–	–	﹤0.01%	332
2022 Q4	$2K	Hold	20	–	–	0.01%	318
2022 Q3	$2	Buy	20 +3	+18%	+$266	0.01%	288
2022 Q2	$1K	Buy	17 +3	+21%	+$274	﹤0.01%	291
2022 Q1	$1K	Buy	14 +3	+27%	+$300	﹤0.01%	267
2021 Q4	$1K	Buy	11 +4	+57%	+$420	﹤0.01%	283
2021 Q3	$1K	Buy	7 +3	+75%	+$304	﹤0.01%	296
2021 Q2	$0	Buy	4 +3	+300%	+$287	﹤0.01%	291
2021 Q1	$0	Buy	+1	New	+$89	﹤0.01%	276

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Johnson Midwest Financial's ESGU Position: Q3 2023 in Review

Johnson Midwest Financial held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2023 at 20 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Johnson Midwest Financial first reported a position in ESGU in Q1 2021 and has held it in 11 quarters since. The position peaked at $2K in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

Johnson Midwest Financial held 20 shares of iShares ESG Aware MSCI USA ETF worth $1.88K as of Q3 2023.
Johnson Midwest Financial left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2023.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #318 holding.
Johnson Midwest Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 11 quarters since.
Johnson Midwest Financial's iShares ESG Aware MSCI USA ETF position peaked at $2K in Q4 2022.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.