Rowland Carmichael Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Rowland Carmichael 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
2020 Q4	$7.49M	Buy	87,093 +4,949	+6%	+$402K	2.37%	5
2020 Q3	$6.26M	Buy	82,144 +2,553	+3%	+$192K	2.45%	4
2020 Q2	$5.57M	Buy	79,591 +47,829	+151%	+$3.15M	2.37%	5
2020 Q1	$1.83M	Buy	31,762 +31,161	+5,185%	+$2.12M	0.93%	20
2019 Q4	$43K	Buy	+601	New	+$40.9K	0.01%	312

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

PAS

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

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

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

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

Rowland Carmichael Advisors's ESGU Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 6% in Q4 2020, buying an estimated $402K and bringing the position to 87,093 shares worth $7.49M. The position accounts for 2.37% of the portfolio, ranked #5.

Rowland Carmichael Advisors first reported a position in ESGU in Q4 2019 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold ESGU as of Q4 2020.

Rowland Carmichael Advisors held 87,093 shares of iShares ESG Aware MSCI USA ETF worth $7.49M as of Q4 2020.
Rowland Carmichael Advisors bought 4,949 iShares ESG Aware MSCI USA ETF shares in Q4 2020, an estimated $402K.
iShares ESG Aware MSCI USA ETF made up 2.37% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #5 holding.
Rowland Carmichael Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and has held it in 5 quarters since.
427 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.