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

Reilly Financial 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
2021
Q4 		$2K Hold
23
– – ﹤0.01% 980
2021
Q3 		$2K Hold
23
– – ﹤0.01% 851
2021
Q2 		$2K Hold
23
– – ﹤0.01% 898
2021
Q1 		$2K Buy
+23
New +$2.04K ﹤0.01% 912

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Reilly Financial Advisors's ESGU Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2021 at 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Reilly Financial Advisors first reported a position in ESGU in Q1 2021 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Reilly Financial Advisors held 23 shares of iShares ESG Aware MSCI USA ETF worth $2K as of Q4 2021.
  • Reilly Financial Advisors left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2021.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #980 holding.
  • Reilly Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.