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Lighthouse Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$646K Buy
7,119
+328
+5% +$29.2K 0.2% 76
2020
Q4 		$584K Buy
6,791
+7
+0.1% +$568 0.2% 73
2020
Q3 		$517K Sell
6,784
-98
-1% -$7.38K 0.2% 69
2020
Q2 		$481K Buy
+6,882
New +$453K 0.2% 67

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Lighthouse Financial Advisors's ESGU Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.8% in Q1 2021, buying an estimated $29.2K and bringing the position to 7,119 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #76.

Lighthouse Financial Advisors first reported a position in ESGU in Q2 2020 and has held it in 4 quarters since. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • Lighthouse Financial Advisors held 7,119 shares of iShares ESG Aware MSCI USA ETF worth $646K as of Q1 2021.
  • Lighthouse Financial Advisors bought 328 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $29.2K.
  • iShares ESG Aware MSCI USA ETF made up 0.2% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #76 holding.
  • Lighthouse Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 4 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.