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Nachman Norwood & Parrott’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$30.3M Buy
307,792
+39,802
+15% +$3.81M 3.08% 6
2021
Q1 		$24.4M Buy
267,990
+39,312
+17% +$3.49M 2.68% 6
2020
Q4 		$19.7M Buy
228,678
+87,407
+62% +$7.1M 2.3% 7
2020
Q3 		$10.8M Buy
141,271
+120,354
+575% +$9.07M 1.45% 14
2020
Q2 		$1.46M Buy
+20,917
New +$1.38M 0.24% 82

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Nachman Norwood & Parrott's ESGU Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 15% in Q2 2021, buying an estimated $3.81M and bringing the position to 307,792 shares worth $30.3M. The position accounts for 3.08% of the portfolio, ranked #6.

Nachman Norwood & Parrott first reported a position in ESGU in Q2 2020 and has held it in 5 quarters since. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

  • Nachman Norwood & Parrott held 307,792 shares of iShares ESG Aware MSCI USA ETF worth $30.3M as of Q2 2021.
  • Nachman Norwood & Parrott bought 39,802 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $3.81M.
  • iShares ESG Aware MSCI USA ETF made up 3.08% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #6 holding.
  • Nachman Norwood & Parrott first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 5 quarters since.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.