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

Phoenix Wealth 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
Q4 		– Sell
-480
Closed -$47K – 191
2021
Q3 		$47K Hold
480
– – 0.04% 197
2021
Q2 		$48K Hold
480
– – 0.03% 190
2021
Q1 		$44K Hold
480
– – 0.03% 199
2020
Q4 		$41K Buy
+480
New +$39K 0.03% 203

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Phoenix Wealth Advisors's ESGU Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021, closing a stake of 480 shares — an estimated $47K sold.

Phoenix Wealth Advisors first reported a position in ESGU in Q4 2020 and held it in 4 quarters. The position peaked at $48K in Q2 2021. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 480 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $47K.
  • Phoenix Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $48K in Q2 2021.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.