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OmniStar Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

OmniStar Financial Group’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
-14,554
Closed -$1.23M – 96
2022
Q4 		$1.23M Sell
14,554
-808
-5% -$68.9K 1.4% 21
2022
Q3 		$1.22M Buy
15,362
+210
+1% +$18.6K 1.45% 18
2022
Q2 		$1.27M Buy
15,152
+506
+3% +$46.2K 1.41% 19
2022
Q1 		$1.48M Buy
14,646
+937
+7% +$93.8K 1.47% 16
2021
Q4 		$1.48M Buy
13,709
+163
+1% +$17.1K 1.51% 16
2021
Q3 		$1.34M Buy
13,546
+1,357
+11% +$138K 1.58% 13
2021
Q2 		$1.2M Sell
12,189
-877
-7% -$83.9K 1.49% 20
2021
Q1 		$1.19M Sell
13,066
-13,364
-51% -$1.19M 1.51% 15
2020
Q4 		$2.27M Buy
26,430
+8,198
+45% +$666K 1.59% 15
2020
Q3 		$1.39M Buy
18,232
+906
+5% +$68.2K 1.05% 31
2020
Q2 		$1.21M Buy
17,326
+8,293
+92% +$546K 1% 33
2020
Q1 		$519K Buy
+9,033
New +$615K 0.51% 62

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

OmniStar Financial Group's ESGU Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 14,554 shares — an estimated $1.23M sold.

OmniStar Financial Group first reported a position in ESGU in Q1 2020 and held it in 12 quarters. The position peaked at $2.27M in Q4 2020. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 14,554 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $1.23M.
  • OmniStar Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 12 quarters.
  • OmniStar Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $2.27M in Q4 2020.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.