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Oxler Private Wealth’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,222
Closed -$105K – 165
2022
Q3 		$105K Buy
1,222
+504
+70% +$44.6K 0.06% 135
2022
Q2 		$60.3K Buy
+718
New +$65.6K 0.03% 143

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $12.8B AUM 19.38% 1-Year Est. Return

Oxler Private Wealth's ESGU Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 1,222 shares — an estimated $105K sold.

Oxler Private Wealth first reported a position in ESGU in Q2 2022 and held it in 2 quarters. The position peaked at $105K in Q3 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,222 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $105K.
  • Oxler Private Wealth first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Oxler Private Wealth's iShares ESG Aware MSCI USA ETF position peaked at $105K in Q3 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.