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RegentAtlantic Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

RegentAtlantic Capital’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
Q3 		$1.8M Buy
22,718
+9,871
+77% +$874K 0.05% 220
2022
Q2 		$1.08M Buy
12,847
+7,797
+154% +$712K 0.04% 302
2022
Q1 		$512K Buy
+5,050
New +$506K 0.01% 450

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

RegentAtlantic Capital's ESGU Position: Q3 2022 in Review

RegentAtlantic Capital increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 77% in Q3 2022, buying an estimated $874K and bringing the position to 22,718 shares worth $1.8M. The position accounts for 0.05% of the portfolio, ranked #220.

RegentAtlantic Capital first reported a position in ESGU in Q1 2022 and has held it in 3 quarters since. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

  • RegentAtlantic Capital held 22,718 shares of iShares ESG Aware MSCI USA ETF worth $1.8M as of Q3 2022.
  • RegentAtlantic Capital bought 9,871 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $874K.
  • iShares ESG Aware MSCI USA ETF made up 0.05% of RegentAtlantic Capital's portfolio in Q3 2022, its #220 holding.
  • RegentAtlantic Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 3 quarters since.
  • 665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.