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

Lake Point 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
2022 Q2	$6K	Buy	+68	New	+$6.21K	﹤0.01%	209

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

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Lake Point Wealth Management's ESGU Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022: 68 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #209 among its holdings.

660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

Lake Point Wealth Management held 68 shares of iShares ESG Aware MSCI USA ETF worth $6K as of Q2 2022.
iShares ESG Aware MSCI USA ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #209 holding.
660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.