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MUFG Americas’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

MUFG Americas’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
Q4 		– Sell
-500
Closed -$40K – 260
2022
Q3 		$40K Sell
500
-1,103
-69% -$97.7K ﹤0.01% 512
2022
Q2 		$134K Sell
1,603
-691
-30% -$63.1K ﹤0.01% 410
2022
Q1 		$232K Buy
2,294
+500
+28% +$50.1K ﹤0.01% 374
2021
Q4 		$194K Sell
1,794
-14
-0.8% -$1.47K ﹤0.01% 400
2021
Q3 		$178K Sell
1,808
-21
-1% -$2.13K ﹤0.01% 403
2021
Q2 		$180K Buy
1,829
+35
+2% +$3.35K ﹤0.01% 395
2021
Q1 		$163K Hold
1,794
– – ﹤0.01% 418
2020
Q4 		$154K Hold
1,794
– – ﹤0.01% 417
2020
Q3 		$137K Hold
1,794
– – ﹤0.01% 406
2020
Q2 		$126K Buy
+1,794
New +$118K ﹤0.01% 411

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

MUFG Americas's ESGU Position: Q4 2022 in Review

MUFG Americas sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 500 shares — an estimated $40K sold.

MUFG Americas first reported a position in ESGU in Q2 2020 and held it in 10 quarters. The position peaked at $232K in Q1 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • MUFG Americas reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 500 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $40K.
  • MUFG Americas first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 10 quarters.
  • MUFG Americas's iShares ESG Aware MSCI USA ETF position peaked at $232K in Q1 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.