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MBM Wealth Consultants’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-1,356
Closed -$7K – 158
2023
Q1 		$7K Hold
1,356
– – ﹤0.01% 226
2022
Q4 		$115K Buy
+1,356
New +$116K 0.05% 125

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MBM Wealth Consultants's ESGU Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 1,356 shares — an estimated $7K sold.

MBM Wealth Consultants first reported a position in ESGU in Q4 2022 and held it in 2 quarters. The position peaked at $115K in Q4 2022. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • MBM Wealth Consultants reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,356 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $7K.
  • MBM Wealth Consultants first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 2 quarters.
  • MBM Wealth Consultants's iShares ESG Aware MSCI USA ETF position peaked at $115K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.