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

Planned 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
2021
Q1 		– Sell
-185
Closed -$16K – 165
2020
Q4 		$16K Hold
185
– – 0.01% 297
2020
Q3 		$14K Buy
+185
New +$13.9K 0.01% 238

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $12.8B AUM 19.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Planned Solutions's ESGU Position: Q1 2021 in Review

Planned Solutions sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2021, closing a stake of 185 shares — an estimated $16K sold.

Planned Solutions first reported a position in ESGU in Q3 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 489 funds tracked by Wall St. Rank hold ESGU as of Q1 2021.

  • Planned Solutions reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 185 iShares ESG Aware MSCI USA ETF shares in Q1 2021, an estimated $16K.
  • Planned Solutions first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's iShares ESG Aware MSCI USA ETF position peaked at $16K in Q4 2020.
  • 489 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.