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Piedmont Capital Management (Montana)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Piedmont Capital Management (Montana)’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
-100,559
Closed -$5.11M – 43
2021
Q2 		$5.11M Buy
+100,559
New +$9.62M 4.24% 8

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Piedmont Capital Management (Montana)'s ESGU Position: Q3 2021 in Review

Piedmont Capital Management (Montana) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2021, closing a stake of 100,559 shares — an estimated $5.11M sold.

Piedmont Capital Management (Montana) first reported a position in ESGU in Q2 2021 and held it in 1 quarter. The position peaked at $5.11M in Q2 2021. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Piedmont Capital Management (Montana) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 100,559 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $5.11M.
  • Piedmont Capital Management (Montana) first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 1 quarter.
  • Piedmont Capital Management (Montana)'s iShares ESG Aware MSCI USA ETF position peaked at $5.11M in Q2 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q3 2021, filed 12 Nov 2021.