People's United Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

People's United Financial’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 Q1	$378K	Sell	3,732 -1,223	-25%	-$122K	0.01%	494
2021 Q4	$535K	Sell	4,955 -12,824	-72%	-$1.35M	0.01%	474
2021 Q3	$1.75M	Sell	17,779 -2,765	-13%	-$280K	0.04%	276
2021 Q2	$2.02M	Sell	20,544 -256	-1%	-$24.5K	0.05%	251
2021 Q1	$1.89M	Buy	20,800 +8,576	+70%	+$762K	0.05%	249
2020 Q4	$1.05M	Sell	12,224 -202	-2%	-$16.4K	0.03%	334
2020 Q3	$947K	Sell	12,426 -176	-1%	-$13.3K	0.03%	320
2020 Q2	$882K	Buy	+12,602	New	+$830K	0.03%	309

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

People's United Financial's ESGU Position: Q1 2022 in Review

People's United Financial reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q1 2022, selling an estimated $122K and leaving 3,732 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #494.

People's United Financial first reported a position in ESGU in Q2 2020 and has held it in 8 quarters since. The position peaked at $2.02M in Q2 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

People's United Financial held 3,732 shares of iShares ESG Aware MSCI USA ETF worth $378K as of Q1 2022.
People's United Financial sold 1,223 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $122K.
iShares ESG Aware MSCI USA ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #494 holding.
People's United Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 8 quarters since.
People's United Financial's iShares ESG Aware MSCI USA ETF position peaked at $2.02M in Q2 2021.
651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.