RFN
ESGU icon

RDA Financial Network’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

RDA Financial Network’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
-3,936
Closed -$334K – 224
2022
Q4 		$334K Sell
3,936
-533
-12% -$45.5K 0.17% 139
2022
Q3 		$355K Buy
4,469
+195
+5% +$17.3K 0.19% 130
2022
Q2 		$359K Sell
4,274
-397
-8% -$36.3K 0.18% 132
2022
Q1 		$473K Buy
4,671
+735
+19% +$73.6K 0.2% 122
2021
Q4 		$425K Sell
3,936
-279
-7% -$29.3K 0.17% 135
2021
Q3 		$415K Buy
4,215
+869
+26% +$88.1K 0.18% 128
2021
Q2 		$329K Sell
3,346
-10,654
-76% -$1.02M 0.15% 160
2021
Q1 		$1.27M Sell
14,000
-205
-1% -$18.2K 0.55% 54
2020
Q4 		$1.22M Sell
14,205
-14,688
-51% -$1.19M 0.55% 54
2020
Q3 		$2.2M Sell
28,893
-8
-0% -$603 1% 22
2020
Q2 		$2.02M Buy
28,901
+19,495
+207% +$1.28M 1.01% 23
2020
Q1 		$541K Buy
9,406
+1,992
+27% +$136K 0.33% 80
2019
Q4 		$540K Buy
+7,414
New +$505K 0.22% 114

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RDA Financial Network's ESGU Position: Q1 2023 in Review

RDA Financial Network sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 3,936 shares — an estimated $334K sold.

RDA Financial Network first reported a position in ESGU in Q4 2019 and held it in 13 quarters. The position peaked at $2.2M in Q3 2020. 701 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • RDA Financial Network reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • RDA Financial Network sold 3,936 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $334K.
  • RDA Financial Network first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and held it in 13 quarters.
  • RDA Financial Network's iShares ESG Aware MSCI USA ETF position peaked at $2.2M in Q3 2020.
  • 701 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on RDA Financial Network's 13F filing for Q1 2023, filed 12 Apr 2023.