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Octavia Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Octavia Wealth Advisors’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
Q1 		– Sell
-4,067
Closed -$350K – 169
2020
Q4 		$350K Buy
+4,067
New +$330K 0.11% 116

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LPL Financial
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Carson Wealth (CWM LLC)
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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
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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

Octavia Wealth Advisors's ESGU Position: Q1 2021 in Review

Octavia Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 4,067 shares — an estimated $350K sold.

Octavia Wealth Advisors first reported a position in ESGU in Q4 2020 and held it in 1 quarter. The position peaked at $350K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • Octavia Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • Octavia Wealth Advisors sold 4,067 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $350K.
  • Octavia Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $350K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Octavia Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.