Prosperity Planning’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Prosperity Planning’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
2023 Q1	–	Sell	-5,076	Closed	-$369K	–	90
2022 Q4	$369K	Hold	5,076	–	–	0.18%	65
2022 Q3	$403K	Sell	5,076 -565	-10%	-$50K	0.21%	64
2022 Q2	$443K	Hold	5,641	–	–	0.23%	58
2022 Q1	$580K	Hold	5,641	–	–	0.28%	51
2021 Q4	$609K	Sell	5,641 -1,559	-22%	-$164K	0.31%	49
2021 Q3	$709K	Buy	7,200 +511	+8%	+$51.8K	0.39%	47
2021 Q2	$659K	Sell	6,689 -116	-2%	-$11.1K	0.41%	45
2021 Q1	$618K	Sell	6,805 -732	-10%	-$65.1K	0.44%	43
2020 Q4	$648K	Buy	+7,537	New	+$612K	0.55%	40

Other funds holding ESGU

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Prosperity Planning's ESGU Position: Q1 2023 in Review

Prosperity Planning sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 5,076 shares — an estimated $369K sold.

Prosperity Planning first reported a position in ESGU in Q4 2020 and held it in 9 quarters. The position peaked at $709K in Q3 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Prosperity Planning reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Prosperity Planning sold 5,076 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $369K.
Prosperity Planning first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 9 quarters.
Prosperity Planning's iShares ESG Aware MSCI USA ETF position peaked at $709K in Q3 2021.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Prosperity Planning's 13F filing for Q1 2023, filed 13 Apr 2023.