Leelyn Smith’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,145
Closed -$97K 203
2022
Q4
$97K Hold
1,145
0.03% 134
2022
Q3
$91K Buy
1,145
+787
+220% +$69.7K 0.03% 117
2022
Q2
$30K Buy
+358
New +$32.7K 0.01% 220

Other funds holding ESGU

Leelyn Smith's ESGU Position: Q1 2023 in Review

Leelyn Smith sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 1,145 shares — an estimated $97K sold.

Leelyn Smith first reported a position in ESGU in Q2 2022 and held it in 3 quarters. The position peaked at $97K in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Leelyn Smith reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 1,145 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $97K.
  • Leelyn Smith first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 3 quarters.
  • Leelyn Smith's iShares ESG Aware MSCI USA ETF position peaked at $97K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.