LeJeune Puetz Investment Counsel’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$172K	Hold	1,903	–	–	0.06%	167
2022 Q4	$161K	Hold	1,903	–	–	0.06%	165
2022 Q3	$151K	Hold	1,903	–	–	0.06%	163
2022 Q2	$159K	Hold	1,903	–	–	0.06%	162
2022 Q1	$192K	Hold	1,903	–	–	0.07%	158
2021 Q4	$205K	Hold	1,903	–	–	0.07%	155
2021 Q3	$187K	Hold	1,903	–	–	0.07%	157
2021 Q2	$187K	Hold	1,903	–	–	0.07%	159
2021 Q1	$173K	Buy	+1,903	New	+$169K	0.07%	162

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LeJeune Puetz Investment Counsel's ESGU Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2023 at 1,903 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #167.

LeJeune Puetz Investment Counsel first reported a position in ESGU in Q1 2021 and has held it in 9 quarters since. The position peaked at $205K in Q4 2021. 700 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

LeJeune Puetz Investment Counsel held 1,903 shares of iShares ESG Aware MSCI USA ETF worth $172K as of Q1 2023.
LeJeune Puetz Investment Counsel left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2023.
iShares ESG Aware MSCI USA ETF made up 0.06% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #167 holding.
LeJeune Puetz Investment Counsel first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 9 quarters since.
LeJeune Puetz Investment Counsel's iShares ESG Aware MSCI USA ETF position peaked at $205K in Q4 2021.
700 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.