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Orgel Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Orgel Wealth 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
Q4 		– Sell
-2,495
Closed -$246K – 64
2021
Q3 		$246K Buy
+2,495
New +$253K 0.03% 50

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $1.81T AUM 41.13% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Orgel Wealth Management's ESGU Position: Q4 2021 in Review

Orgel Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021, closing a stake of 2,495 shares — an estimated $246K sold.

Orgel Wealth Management first reported a position in ESGU in Q3 2021 and held it in 1 quarter. The position peaked at $246K in Q3 2021. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Orgel Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Orgel Wealth Management sold 2,495 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $246K.
  • Orgel Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 1 quarter.
  • Orgel Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $246K in Q3 2021.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Orgel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.