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M. Kulyk & Associates’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

M. Kulyk & Associates’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
2022
Q1 		– Sell
-2,942
Closed -$317K – 104
2021
Q4 		$317K Sell
2,942
-101
-3% -$10.6K 0.08% 77
2021
Q3 		$300K Sell
3,043
-108
-3% -$10.9K 0.1% 61
2021
Q2 		$310K Sell
3,151
-14,766
-82% -$1.41M 0.11% 56
2021
Q1 		$1.63M Buy
17,917
+2,129
+13% +$189K 0.61% 41
2020
Q4 		$1.36M Buy
+15,788
New +$1.28M 0.75% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

M. Kulyk & Associates's ESGU Position: Q1 2022 in Review

M. Kulyk & Associates sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 2,942 shares — an estimated $317K sold.

M. Kulyk & Associates first reported a position in ESGU in Q4 2020 and held it in 5 quarters. The position peaked at $1.63M in Q1 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • M. Kulyk & Associates reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • M. Kulyk & Associates sold 2,942 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $317K.
  • M. Kulyk & Associates first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 5 quarters.
  • M. Kulyk & Associates's iShares ESG Aware MSCI USA ETF position peaked at $1.63M in Q1 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on M. Kulyk & Associates's 13F filing for Q1 2022, filed 11 May 2022.