NorthCoast Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

NorthCoast Asset 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	$206K	Hold	2,094	–	–	0.01%	422
2021 Q2	$206K	Buy	+2,094	New	+$200K	0.01%	417

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

NorthCoast Asset Management's ESGU Position: Q3 2021 in Review

NorthCoast Asset Management held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q3 2021 at 2,094 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #422.

NorthCoast Asset Management first reported a position in ESGU in Q2 2021 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

NorthCoast Asset Management held 2,094 shares of iShares ESG Aware MSCI USA ETF worth $206K as of Q3 2021.
NorthCoast Asset Management left its iShares ESG Aware MSCI USA ETF share count unchanged in Q3 2021.
iShares ESG Aware MSCI USA ETF made up 0.01% of NorthCoast Asset Management's portfolio in Q3 2021, its #422 holding.
NorthCoast Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and has held it in 2 quarters since.
553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.