Laidlaw Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Laidlaw Wealth 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
2023 Q3	–	Sell	-2,748	Closed	-$268K	–	298
2023 Q2	$268K	Sell	2,748 -11	-0.4%	-$1.02K	0.05%	278
2023 Q1	$250K	Sell	2,759 -77	-3%	-$6.81K	0.05%	290
2022 Q4	$240K	Hold	2,836	–	–	0.05%	303
2022 Q3	$225K	Buy	2,836 +77	+3%	+$6.82K	0.05%	281
2022 Q2	$231K	Hold	2,759	–	–	0.05%	319
2022 Q1	$280K	Hold	2,759	–	–	0.05%	315
2021 Q4	$298K	Sell	2,759 -1,341	-33%	-$141K	0.05%	309
2021 Q3	$404K	Buy	4,100 +1,833	+81%	+$186K	0.1%	169
2021 Q2	$223K	Hold	2,267	–	–	0.06%	233
2021 Q1	$206K	Buy	+2,267	New	+$202K	0.07%	203

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

Laidlaw Wealth Management's ESGU Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 2,748 shares — an estimated $268K sold.

Laidlaw Wealth Management first reported a position in ESGU in Q1 2021 and held it in 10 quarters. The position peaked at $404K in Q3 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

Laidlaw Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 2,748 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $268K.
Laidlaw Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 10 quarters.
Laidlaw Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $404K in Q3 2021.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.