McIlrath & Eck’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-1,911	Closed	-$160K	–	854
2022 Q2	$160K	Buy	+1,911	New	+$175K	0.05%	95

Other funds holding ESGU

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

McIlrath & Eck's ESGU Position: Q3 2022 in Review

McIlrath & Eck sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2022, closing a stake of 1,911 shares — an estimated $160K sold.

McIlrath & Eck first reported a position in ESGU in Q2 2022 and held it in 1 quarter. The position peaked at $160K in Q2 2022. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

McIlrath & Eck reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2022 after selling out during the quarter.
McIlrath & Eck sold 1,911 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $160K.
McIlrath & Eck first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 1 quarter.
McIlrath & Eck's iShares ESG Aware MSCI USA ETF position peaked at $160K in Q2 2022.
665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on McIlrath & Eck's 13F filing for Q3 2022, filed 18 Oct 2022.