Mid Atlantic Financial Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$6.59M	Buy	66,890 +5,796	+9%	+$587K	0.44%	41
2021 Q2	$6.02M	Buy	61,094 +7,019	+13%	+$671K	0.4%	48
2021 Q1	$4.91M	Sell	54,075 -4,421	-8%	-$393K	0.36%	60
2020 Q4	$5.03M	Buy	58,496 +2,320	+4%	+$188K	0.39%	56
2020 Q3	$4.54M	Buy	56,176 +13,227	+31%	+$996K	0.4%	55
2020 Q2	$3.01M	Buy	42,949 +20,112	+88%	+$1.32M	0.29%	79
2020 Q1	$1.31M	Buy	+22,837	New	+$1.55M	0.15%	127

Other funds holding ESGU

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Mid Atlantic Financial Management's ESGU Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 9.5% in Q3 2021, buying an estimated $587K and bringing the position to 66,890 shares worth $6.59M. The position accounts for 0.44% of the portfolio, ranked #41.

Mid Atlantic Financial Management first reported a position in ESGU in Q1 2020 and has held it in 7 quarters since. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

Mid Atlantic Financial Management held 66,890 shares of iShares ESG Aware MSCI USA ETF worth $6.59M as of Q3 2021.
Mid Atlantic Financial Management bought 5,796 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $587K.
iShares ESG Aware MSCI USA ETF made up 0.44% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #41 holding.
Mid Atlantic Financial Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 7 quarters since.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.