Koshinski Asset Management
ESGU icon

Koshinski Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Koshinski Asset Management’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
Q4 		– Sell
-2,660
Closed -$211K – 615
2022
Q3 		$211K Buy
2,660
+6
+0.2% +$531 0.03% 486
2022
Q2 		$223K Buy
2,654
+273
+11% +$24.9K 0.02% 529
2022
Q1 		$241K Sell
2,381
-4,291
-64% -$430K 0.02% 533
2021
Q4 		$720K Buy
6,672
+6,160
+1,203% +$646K 0.06% 328
2021
Q3 		$50.4K Buy
+512
New +$51.9K ﹤0.01% 1103

Other funds holding ESGU

Envestnet Asset Management
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AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Koshinski Asset Management's ESGU Position: Q4 2022 in Review

Koshinski Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 2,660 shares — an estimated $211K sold.

Koshinski Asset Management first reported a position in ESGU in Q3 2021 and held it in 5 quarters. The position peaked at $720K in Q4 2021. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Koshinski Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,660 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $211K.
  • Koshinski Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 5 quarters.
  • Koshinski Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $720K in Q4 2021.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.