RK
ESGU icon

Rather & Kittrell’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rather & Kittrell’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
-64
Closed -$6K – 134
2021
Q4 		$6K Buy
+64
New +$6.71K 0.01% 245

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

Rather & Kittrell's ESGU Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 64 shares — an estimated $6K sold.

Rather & Kittrell first reported a position in ESGU in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 64 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $6K.
  • Rather & Kittrell first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares ESG Aware MSCI USA ETF position peaked at $6K in Q4 2021.
  • 651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.