LPL Financial’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

LPL Financial’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,412	Closed	-$240K	–	4614
2022 Q4	$240K	Buy	+13,412	New	+$238K	﹤0.01%	3839

Other funds holding ESCR

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

LPL Financial's ESCR Position: Q1 2023 in Review

LPL Financial sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q1 2023, closing a stake of 13,412 shares — an estimated $240K sold.

LPL Financial first reported a position in ESCR in Q4 2022 and held it in 1 quarter. The position peaked at $240K in Q4 2022. 4 funds tracked by Wall St. Rank hold ESCR as of Q1 2023.

LPL Financial reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q1 2023 after selling out during the quarter.
LPL Financial sold 13,412 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q1 2023, an estimated $240K.
LPL Financial first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q4 2022 and held it in 1 quarter.
LPL Financial's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $240K in Q4 2022.
4 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.