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Pathstone Family Office’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Pathstone Family Office’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
Q3 		– Sell
-5,586
Closed -$550K – 877
2021
Q2 		$550K Buy
5,586
+31
+0.6% +$2.96K 0.02% 429
2021
Q1 		$505K Buy
+5,555
New +$494K 0.02% 340

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $16B AUM 26.77% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Pathstone Family Office's ESGU Position: Q3 2021 in Review

Pathstone Family Office sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2021, closing a stake of 5,586 shares — an estimated $550K sold.

Pathstone Family Office first reported a position in ESGU in Q1 2021 and held it in 2 quarters. The position peaked at $550K in Q2 2021. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Pathstone Family Office reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Pathstone Family Office sold 5,586 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $550K.
  • Pathstone Family Office first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 2 quarters.
  • Pathstone Family Office's iShares ESG Aware MSCI USA ETF position peaked at $550K in Q2 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Pathstone Family Office's 13F filing for Q3 2021, filed 16 Nov 2021.