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

Kowal Investment 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
2023
Q3 		– Sell
-3,759
Closed -$366K – 155
2023
Q2 		$366K Sell
3,759
-1,930
-34% -$178K 0.1% 101
2023
Q1 		$515K Sell
5,689
-2,310
-29% -$204K 0.15% 74
2022
Q4 		$678K Sell
7,999
-1,470
-16% -$125K 0.2% 68
2022
Q3 		$752K Sell
9,469
-1,299
-12% -$115K 0.25% 53
2022
Q2 		$903K Buy
10,768
+2,164
+25% +$198K 0.3% 39
2022
Q1 		$872K Buy
+8,604
New +$862K 0.27% 40

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $369M AUM 53.09% 1-Year Est. Return

Kowal Investment Group's ESGU Position: Q3 2023 in Review

Kowal Investment Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 3,759 shares — an estimated $366K sold.

Kowal Investment Group first reported a position in ESGU in Q1 2022 and held it in 6 quarters. The position peaked at $903K in Q2 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • Kowal Investment Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • Kowal Investment Group sold 3,759 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $366K.
  • Kowal Investment Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 6 quarters.
  • Kowal Investment Group's iShares ESG Aware MSCI USA ETF position peaked at $903K in Q2 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Kowal Investment Group's 13F filing for Q3 2023, filed 25 Oct 2023.