Principal Financial Group
ESGU icon

Principal Financial Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Principal Financial Group’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
2022
Q1 		– Sell
-3,235
Closed -$349K – 2563
2021
Q4 		$349K Sell
3,235
-14,749
-82% -$1.55M ﹤0.01% 2210
2021
Q3 		$1.77M Sell
17,984
-1,691
-9% -$171K ﹤0.01% 1893
2021
Q2 		$1.94M Buy
19,675
+1,308
+7% +$125K ﹤0.01% 1919
2021
Q1 		$1.67M Sell
18,367
-951
-5% -$84.5K ﹤0.01% 1889
2020
Q4 		$1.66M Buy
19,318
+9,200
+91% +$747K ﹤0.01% 1837
2020
Q3 		$771K Buy
10,118
+360
+4% +$27.1K ﹤0.01% 1920
2020
Q2 		$683K Buy
9,758
+5,621
+136% +$370K ﹤0.01% 1899
2020
Q1 		$238K Buy
+4,137
New +$282K ﹤0.01% 2026

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Principal Financial Group's ESGU Position: Q1 2022 in Review

Principal Financial Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 3,235 shares — an estimated $349K sold.

Principal Financial Group first reported a position in ESGU in Q1 2020 and held it in 8 quarters. The position peaked at $1.94M in Q2 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Principal Financial Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Principal Financial Group sold 3,235 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $349K.
  • Principal Financial Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 8 quarters.
  • Principal Financial Group's iShares ESG Aware MSCI USA ETF position peaked at $1.94M in Q2 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Principal Financial Group's 13F filing for Q1 2022, filed 9 May 2022.