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

Retirement 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
Q3 		– Sell
-2,497
Closed -$246K – 649
2021
Q2 		$246K Buy
2,497
+11
+0.4% +$1.05K 0.12% 96
2021
Q1 		$226K Buy
2,486
+1
+0% +$89 0.1% 121
2020
Q4 		$213K Buy
2,485
+406
+20% +$33K 0.1% 121
2020
Q3 		$158K Buy
+2,079
New +$157K 0.09% 139

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
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
Osaic Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Retirement Group's ESGU Position: Q3 2021 in Review

Retirement Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2021, closing a stake of 2,497 shares — an estimated $246K sold.

Retirement Group first reported a position in ESGU in Q3 2020 and held it in 4 quarters. The position peaked at $246K in Q2 2021. 553 funds tracked by Wall St. Rank hold ESGU as of Q3 2021.

  • Retirement Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2021 after selling out during the quarter.
  • Retirement Group sold 2,497 iShares ESG Aware MSCI USA ETF shares in Q3 2021, an estimated $246K.
  • Retirement Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 4 quarters.
  • Retirement Group's iShares ESG Aware MSCI USA ETF position peaked at $246K in Q2 2021.
  • 553 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2021.

Based on Retirement Group's 13F filing for Q3 2021, filed 16 Nov 2021.