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Oder Investment Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oder Investment 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
Q1 		– Sell
-153
Closed -$13K – 209
2020
Q4 		$13K Buy
+153
New +$12.4K 0.01% 330

Other funds holding ESGU

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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
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

Oder Investment Management's ESGU Position: Q1 2021 in Review

Oder Investment Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 153 shares — an estimated $13K sold.

Oder Investment Management first reported a position in ESGU in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • Oder Investment Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 153 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $13K.
  • Oder Investment Management first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's iShares ESG Aware MSCI USA ETF position peaked at $13K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.