OBWP
ESGU icon

O'Brien Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

O'Brien Wealth Partners’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
Q1 		– Sell
-4,121
Closed -$349K – 59
2022
Q4 		$349K Sell
4,121
-9,590
-70% -$818K 0.14% 27
2022
Q3 		$1.09M Buy
13,711
+3,920
+40% +$347K 0.46% 14
2022
Q2 		$821K Buy
+9,791
New +$894K 0.34% 13

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

O'Brien Wealth Partners's ESGU Position: Q1 2023 in Review

O'Brien Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 4,121 shares — an estimated $349K sold.

O'Brien Wealth Partners first reported a position in ESGU in Q2 2022 and held it in 3 quarters. The position peaked at $1.09M in Q3 2022. 701 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • O'Brien Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • O'Brien Wealth Partners sold 4,121 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $349K.
  • O'Brien Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 3 quarters.
  • O'Brien Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $1.09M in Q3 2022.
  • 701 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on O'Brien Wealth Partners's 13F filing for Q1 2023, filed 8 May 2023.