RA
ESGU icon

Reby Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Reby Advisors’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
Q4 		$64K Buy
+745
New +$60.5K 0.02% 197

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reby Advisors's ESGU Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2020: 745 shares worth $64K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

427 funds tracked by Wall St. Rank hold ESGU as of Q4 2020.

  • Reby Advisors held 745 shares of iShares ESG Aware MSCI USA ETF worth $64K as of Q4 2020.
  • iShares ESG Aware MSCI USA ETF was a new Reby Advisors position in Q4 2020.
  • iShares ESG Aware MSCI USA ETF made up 0.02% of Reby Advisors's portfolio in Q4 2020, its #197 holding.
  • 427 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.