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Leicht Financial Planning & Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Leicht Financial Planning & 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
2020
Q2 		– Sell
-75,132
Closed -$4.33M – 27
2020
Q1 		$4.33M Buy
+75,132
New +$5.11M 4.18% 7

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's ESGU Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2020, closing a stake of 75,132 shares — an estimated $4.33M sold.

Leicht Financial Planning & Wealth Management first reported a position in ESGU in Q1 2020 and held it in 1 quarter. The position peaked at $4.33M in Q1 2020. 301 funds tracked by Wall St. Rank hold ESGU as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 75,132 iShares ESG Aware MSCI USA ETF shares in Q2 2020, an estimated $4.33M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4.33M in Q1 2020.
  • 301 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.