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Personal CFO Solutions’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Personal CFO Solutions’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
2023
Q2 		– Sell
-2,707
Closed -$245K – 483
2023
Q1 		$245K Sell
2,707
-449
-14% -$39.7K 0.05% 376
2022
Q4 		$267K Sell
3,156
-35
-1% -$2.99K 0.06% 334
2022
Q3 		$253K Buy
+3,191
New +$283K 0.06% 292

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Personal CFO Solutions's ESGU Position: Q2 2023 in Review

Personal CFO Solutions sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 2,707 shares — an estimated $245K sold.

Personal CFO Solutions first reported a position in ESGU in Q3 2022 and held it in 3 quarters. The position peaked at $267K in Q4 2022. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • Personal CFO Solutions reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 2,707 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $245K.
  • Personal CFO Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 3 quarters.
  • Personal CFO Solutions's iShares ESG Aware MSCI USA ETF position peaked at $267K in Q4 2022.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.