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

Laurel Wealth Advisors (North Carolina)’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 Q4	–	Sell	-98	Closed	-$9.2K	–	580
2023 Q3	$9.2K	Hold	98	–	–	﹤0.01%	411
2023 Q2	$9.55K	Hold	98	–	–	﹤0.01%	412
2023 Q1	$8.87K	Hold	98	–	–	﹤0.01%	415
2022 Q4	$8.31K	Hold	98	–	–	﹤0.01%	396
2022 Q3	$8K	Hold	98	–	–	﹤0.01%	394
2022 Q2	$8K	Buy	+98	New	+$8.95K	﹤0.01%	396
2020 Q4	–	Sell	-111	Closed	-$8K	–	595
2020 Q3	$8K	Buy	+111	New	+$8.36K	﹤0.01%	397

Other funds holding ESGU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ESGU Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2023, closing a stake of 98 shares — an estimated $9.2K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ESGU in Q3 2020 and held it in 7 quarters. The position peaked at $9.55K in Q2 2023. 756 funds tracked by Wall St. Rank hold ESGU as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 98 iShares ESG Aware MSCI USA ETF shares in Q4 2023, an estimated $9.2K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 7 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares ESG Aware MSCI USA ETF position peaked at $9.55K in Q2 2023.
756 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.