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Paloma Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Paloma Partners’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
2020
Q3 		– Sell
-39,114
Closed -$2.74M – 2184
2020
Q2 		$2.74M Buy
+39,114
New +$2.58M 0.05% 503

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paloma Partners's ESGU Position: Q3 2020 in Review

Paloma Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2020, closing a stake of 39,114 shares — an estimated $2.74M sold.

Paloma Partners first reported a position in ESGU in Q2 2020 and held it in 1 quarter. The position peaked at $2.74M in Q2 2020. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

  • Paloma Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 39,114 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $2.74M.
  • Paloma Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's iShares ESG Aware MSCI USA ETF position peaked at $2.74M in Q2 2020.
  • 335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.