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Romano Brothers & Co’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-274
Closed -$23.2K – 500
2022
Q4 		$23.2K Buy
+274
New +$23.4K ﹤0.01% 594

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Romano Brothers & Co's ESGU Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 274 shares — an estimated $23.2K sold.

Romano Brothers & Co first reported a position in ESGU in Q4 2022 and held it in 1 quarter. The position peaked at $23.2K in Q4 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 274 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $23.2K.
  • Romano Brothers & Co first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares ESG Aware MSCI USA ETF position peaked at $23.2K in Q4 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.