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

Personal Capital 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
2022 Q4	$71.2M	Buy	840,339 +39,108	+5%	+$3.34M	0.35%	65
2022 Q3	$63.6M	Buy	801,231 +46,719	+6%	+$4.14M	0.34%	68
2022 Q2	$63.3M	Buy	754,512 +62,401	+9%	+$5.7M	0.33%	65
2022 Q1	$70.1M	Buy	692,111 +34,661	+5%	+$3.47M	0.33%	73
2021 Q4	$71M	Buy	657,450 +34,202	+5%	+$3.59M	0.33%	71
2021 Q3	$61.4M	Buy	623,248 +48,778	+8%	+$4.94M	0.31%	75
2021 Q2	$56.6M	Buy	574,470 +57,000	+11%	+$5.45M	0.29%	82
2021 Q1	$47M	Buy	517,470 +89,093	+21%	+$7.92M	0.27%	92
2020 Q4	$36.9M	Buy	428,377 +99,568	+30%	+$8.09M	0.24%	97
2020 Q3	$25.1M	Buy	328,809 +48,184	+17%	+$3.63M	0.19%	104
2020 Q2	$19.6M	Buy	+280,625	New	+$18.5M	0.16%	107

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAS

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Personal Capital Advisors's ESGU Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.9% in Q4 2022, buying an estimated $3.34M and bringing the position to 840,339 shares worth $71.2M. The position accounts for 0.35% of the portfolio, ranked #65.

Personal Capital Advisors first reported a position in ESGU in Q2 2020 and has held it in 11 quarters since. 706 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Personal Capital Advisors held 840,339 shares of iShares ESG Aware MSCI USA ETF worth $71.2M as of Q4 2022.
Personal Capital Advisors bought 39,108 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $3.34M.
iShares ESG Aware MSCI USA ETF made up 0.35% of Personal Capital Advisors's portfolio in Q4 2022, its #65 holding.
Personal Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and has held it in 11 quarters since.
706 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.