MFA Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MFA Wealth 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
2023 Q2	–	Sell	-13,208	Closed	-$1.19M	–	79
2023 Q1	$1.19M	Hold	13,208	–	–	0.39%	33
2022 Q4	$1.12M	Hold	13,208	–	–	0.41%	32
2022 Q3	$1.05M	Hold	13,208	–	–	0.39%	34
2022 Q2	$1.11M	Hold	13,208	–	–	0.4%	36
2022 Q1	$1.34M	Sell	13,208 -54	-0.4%	-$5.41K	0.43%	38
2021 Q4	$1.43M	Hold	13,262	–	–	0.61%	30
2021 Q3	$1.31M	Sell	13,262 -415	-3%	-$42.1K	0.6%	32
2021 Q2	$1.35M	Hold	13,677	–	–	0.61%	32
2021 Q1	$1.24M	Hold	13,677	–	–	0.6%	33
2020 Q4	$1.18M	Hold	13,677	–	–	1.05%	19
2020 Q3	$1.04M	Hold	13,677	–	–	1.11%	19
2020 Q2	$957K	Buy	13,677 +6,649	+95%	+$438K	0.62%	28
2020 Q1	$405K	Buy	+7,028	New	+$478K	0.39%	38

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MFA Wealth Advisors's ESGU Position: Q2 2023 in Review

MFA Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 13,208 shares — an estimated $1.19M sold.

MFA Wealth Advisors first reported a position in ESGU in Q1 2020 and held it in 13 quarters. The position peaked at $1.43M in Q4 2021. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

MFA Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
MFA Wealth Advisors sold 13,208 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $1.19M.
MFA Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 13 quarters.
MFA Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.43M in Q4 2021.
705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on MFA Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.