Princeton Global Asset Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Princeton Global Asset Management’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
2020 Q3	–	Sell	-45,154	Closed	-$3.16M	–	473
2020 Q2	$3.16M	Buy	45,154 +23,954	+113%	+$1.58M	0.99%	27
2020 Q1	$1.22M	Buy	+21,200	New	+$1.44M	0.54%	58

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Princeton Global Asset Management's ESGU Position: Q3 2020 in Review

Princeton Global Asset Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2020, closing a stake of 45,154 shares — an estimated $3.16M sold.

Princeton Global Asset Management first reported a position in ESGU in Q1 2020 and held it in 2 quarters. The position peaked at $3.16M in Q2 2020. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

Princeton Global Asset Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2020 after selling out during the quarter.
Princeton Global Asset Management sold 45,154 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $3.16M.
Princeton Global Asset Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 2 quarters.
Princeton Global Asset Management's iShares ESG Aware MSCI USA ETF position peaked at $3.16M in Q2 2020.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on Princeton Global Asset Management's 13F filing for Q3 2020, filed 27 Oct 2020.