LifePlan Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

LifePlan Financial Group’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 Q3	$6.2M	Buy	81,331 +114	+0.1%	+$8.59K	2.67%	7
2020 Q2	$5.68M	Buy	81,217 +34,679	+75%	+$2.28M	2.59%	7
2020 Q1	$2.67M	Buy	46,538 +45,358	+3,844%	+$3.09M	1.45%	21
2019 Q4	$84K	Hold	1,180	–	–	0.04%	201
2019 Q3	$77K	Hold	1,180	–	–	0.04%	205
2019 Q2	$76K	Hold	1,180	–	–	0.04%	205
2019 Q1	$73K	Buy	+1,180	New	+$70.4K	0.04%	208

Other funds holding ESGU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

LifePlan Financial Group's ESGU Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.14% in Q3 2020, buying an estimated $8.59K and bringing the position to 81,331 shares worth $6.2M. The position accounts for 2.67% of the portfolio, ranked #7.

LifePlan Financial Group first reported a position in ESGU in Q1 2019 and has held it in 7 quarters since. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

LifePlan Financial Group held 81,331 shares of iShares ESG Aware MSCI USA ETF worth $6.2M as of Q3 2020.
LifePlan Financial Group bought 114 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $8.59K.
iShares ESG Aware MSCI USA ETF made up 2.67% of LifePlan Financial Group's portfolio in Q3 2020, its #7 holding.
LifePlan Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 7 quarters since.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.