Paracle Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Paracle Advisors’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	$687K	Hold	7,571	–	–	0.12%	60
2020 Q4	$651K	Sell	7,571 -166	-2%	-$13.5K	0.12%	65
2020 Q3	$589K	Hold	7,737	–	–	0.13%	60
2020 Q2	$541K	Hold	7,737	–	–	0.13%	60
2020 Q1	$444K	Buy	+7,737	New	+$527K	0.12%	59

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Paracle Advisors's ESGU Position: Q1 2021 in Review

Paracle Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q1 2021 at 7,571 shares worth $687K. The position accounts for 0.12% of the portfolio, ranked #60.

Paracle Advisors first reported a position in ESGU in Q1 2020 and has held it in 5 quarters since. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

Paracle Advisors held 7,571 shares of iShares ESG Aware MSCI USA ETF worth $687K as of Q1 2021.
Paracle Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q1 2021.
iShares ESG Aware MSCI USA ETF made up 0.12% of Paracle Advisors's portfolio in Q1 2021, its #60 holding.
Paracle Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and has held it in 5 quarters since.
489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.