Laurel Wealth Advisors (California)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Laurel Wealth Advisors (California)’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	$1.67M	Sell	19,678 -2,864	-13%	-$244K	0.16%	141
2022 Q3	$1.79M	Buy	22,542 +9,248	+70%	+$819K	0.19%	120
2022 Q2	$1.11M	Sell	13,294 -6,539	-33%	-$597K	0.11%	198
2022 Q1	$2.01M	Buy	19,833 +15,389	+346%	+$1.54M	0.17%	132
2021 Q4	$480K	Buy	+4,444	New	+$466K	0.04%	461

Other funds holding ESGU

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Laurel Wealth Advisors (California)'s ESGU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 13% in Q4 2022, selling an estimated $244K and leaving 19,678 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #141.

Laurel Wealth Advisors (California) first reported a position in ESGU in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.01M in Q1 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Laurel Wealth Advisors (California) held 19,678 shares of iShares ESG Aware MSCI USA ETF worth $1.67M as of Q4 2022.
Laurel Wealth Advisors (California) sold 2,864 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $244K.
iShares ESG Aware MSCI USA ETF made up 0.16% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #141 holding.
Laurel Wealth Advisors (California) first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 5 quarters since.
Laurel Wealth Advisors (California)'s iShares ESG Aware MSCI USA ETF position peaked at $2.01M in Q1 2022.
703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.