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Joseph P. Lucia & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-25
Closed -$2K – 201
2022
Q2 		$2K Hold
25
– – ﹤0.01% 392
2022
Q1 		$3K Buy
+25
New +$2.5K ﹤0.01% 385
2021
Q4 		– Sell
-25
Closed -$2K – 248
2021
Q3 		$2K Hold
25
– – ﹤0.01% 511
2021
Q2 		$2K Hold
25
– – ﹤0.01% 510
2021
Q1 		$2K Hold
25
– – ﹤0.01% 489
2020
Q4 		$2K Buy
+25
New +$2.03K ﹤0.01% 442

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 $12.8B AUM 19.38% 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

Joseph P. Lucia & Associates's ESGU Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in ESGU in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 25 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's iShares ESG Aware MSCI USA ETF position peaked at $3K in Q1 2022.
  • 665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.