SCFS
ESGU icon

S.C. Financial Services’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

S.C. Financial Services’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
Q4 		$1.53M Sell
18,031
-8,744
-33% -$746K 2.35% 7
2022
Q3 		$2.13M Sell
26,775
-2,178
-8% -$193K 3.37% 4
2022
Q2 		$2.43M Sell
28,953
-6,185
-18% -$565K 3.73% 3
2022
Q1 		$3.56M Buy
35,138
+1,144
+3% +$115K 4.57% 3
2021
Q4 		$3.57M Buy
+33,994
New +$3.57M 4.1% 4

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

S.C. Financial Services's ESGU Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 33% in Q4 2022, selling an estimated $746K and leaving 18,031 shares worth $1.53M. The position accounts for 2.35% of the portfolio, ranked #7.

S.C. Financial Services first reported a position in ESGU in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.57M in Q4 2021. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • S.C. Financial Services held 18,031 shares of iShares ESG Aware MSCI USA ETF worth $1.53M as of Q4 2022.
  • S.C. Financial Services sold 8,744 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $746K.
  • iShares ESG Aware MSCI USA ETF made up 2.35% of S.C. Financial Services's portfolio in Q4 2022, its #7 holding.
  • S.C. Financial Services first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's iShares ESG Aware MSCI USA ETF position peaked at $3.57M in Q4 2021.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.