Kistler-Tiffany Companies’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Kistler-Tiffany Companies’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 Q2	$42.4K	Buy	435 +1	+0.2%	+$92	0.01%	510
2023 Q1	$39.2K	Sell	434 -598	-58%	-$52.9K	0.01%	461
2022 Q4	$87.4K	Buy	1,032 +602	+140%	+$51.4K	0.02%	356
2022 Q3	$34K	Buy	430 +2	+0.5%	+$177	0.01%	426
2022 Q2	$36K	Buy	428 +2	+0.5%	+$183	0.01%	414
2022 Q1	$43K	Buy	426 +1	+0.2%	+$100	0.01%	407
2021 Q4	$46K	Buy	425 +1	+0.2%	+$105	0.01%	384
2021 Q3	$42K	Buy	424 +2	+0.5%	+$203	0.01%	390
2021 Q2	$42K	Buy	422 +1	+0.2%	+$96	0.01%	383
2021 Q1	$38K	Buy	421 +1	+0.2%	+$89	0.01%	370
2020 Q4	$36K	Buy	420 +1	+0.2%	+$81	0.01%	346
2020 Q3	$32K	Buy	+419	New	+$31.6K	0.01%	330

Other funds holding ESGU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kistler-Tiffany Companies's ESGU Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.23% in Q2 2023, buying an estimated $92 and bringing the position to 435 shares worth $42.4K. The position accounts for 0.01% of the portfolio, ranked #510.

Kistler-Tiffany Companies first reported a position in ESGU in Q3 2020 and has held it in 12 quarters since. The position peaked at $87.4K in Q4 2022. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

Kistler-Tiffany Companies held 435 shares of iShares ESG Aware MSCI USA ETF worth $42.4K as of Q2 2023.
Kistler-Tiffany Companies bought 1 iShares ESG Aware MSCI USA ETF share in Q2 2023, an estimated $92.
iShares ESG Aware MSCI USA ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #510 holding.
Kistler-Tiffany Companies first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and has held it in 12 quarters since.
Kistler-Tiffany Companies's iShares ESG Aware MSCI USA ETF position peaked at $87.4K in Q4 2022.
705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.