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NFP Retirement Inc’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NFP Retirement Inc’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
-6,172
Closed -$558K – 235
2023
Q1 		$558K Sell
6,172
-7,950
-56% -$703K 0.11% 144
2022
Q4 		$1.2M Buy
14,122
+1,163
+9% +$99.2K 0.26% 81
2022
Q3 		$1.03M Buy
12,959
+7,728
+148% +$684K 0.25% 80
2022
Q2 		$439K Buy
+5,231
New +$478K 0.11% 147

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NFP Retirement Inc's ESGU Position: Q2 2023 in Review

NFP Retirement Inc sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 6,172 shares — an estimated $558K sold.

NFP Retirement Inc first reported a position in ESGU in Q2 2022 and held it in 4 quarters. The position peaked at $1.2M in Q4 2022. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • NFP Retirement Inc reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 6,172 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $558K.
  • NFP Retirement Inc first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 4 quarters.
  • NFP Retirement Inc's iShares ESG Aware MSCI USA ETF position peaked at $1.2M in Q4 2022.
  • 705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on NFP Retirement Inc's 13F filing for Q2 2023, filed 13 Feb 2025.