Regal Wealth Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-890	Closed	-$81K	–	116
2021 Q1	$81K	Hold	890	–	–	0.05%	72
2020 Q4	$77K	Sell	890 -14	-2%	-$1.14K	0.05%	71
2020 Q3	$69K	Sell	904 -2	-0.2%	-$151	0.05%	70
2020 Q2	$63K	Buy	906 +16	+2%	+$1.05K	0.05%	72
2020 Q1	$51K	Hold	890	–	–	0.05%	68
2019 Q4	$63K	Hold	890	–	–	0.04%	75
2019 Q3	$58K	Buy	+890	New	+$57.9K	0.04%	74

Other funds holding ESGU

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Regal Wealth Group's ESGU Position: Q2 2021 in Review

Regal Wealth Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2021, closing a stake of 890 shares — an estimated $81K sold.

Regal Wealth Group first reported a position in ESGU in Q3 2019 and held it in 7 quarters. The position peaked at $81K in Q1 2021. 513 funds tracked by Wall St. Rank hold ESGU as of Q2 2021.

Regal Wealth Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 890 iShares ESG Aware MSCI USA ETF shares in Q2 2021, an estimated $81K.
Regal Wealth Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2019 and held it in 7 quarters.
Regal Wealth Group's iShares ESG Aware MSCI USA ETF position peaked at $81K in Q1 2021.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.