S.E.E.D. Planning Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

S.E.E.D. Planning 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
2022 Q1	–	Sell	-4,655	Closed	-$502K	–	96
2021 Q4	$502K	Hold	4,655	–	–	0.22%	52
2021 Q3	$458K	Hold	4,655	–	–	0.22%	51
2021 Q2	$458K	Sell	4,655 -98	-2%	-$9.37K	0.23%	56
2021 Q1	$432K	Buy	+4,753	New	+$422K	0.24%	54

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

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

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

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

S.E.E.D. Planning Group's ESGU Position: Q1 2022 in Review

S.E.E.D. Planning Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2022, closing a stake of 4,655 shares — an estimated $502K sold.

S.E.E.D. Planning Group first reported a position in ESGU in Q1 2021 and held it in 4 quarters. The position peaked at $502K in Q4 2021. 651 funds tracked by Wall St. Rank hold ESGU as of Q1 2022.

S.E.E.D. Planning Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2022 after selling out during the quarter.
S.E.E.D. Planning Group sold 4,655 iShares ESG Aware MSCI USA ETF shares in Q1 2022, an estimated $502K.
S.E.E.D. Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 4 quarters.
S.E.E.D. Planning Group's iShares ESG Aware MSCI USA ETF position peaked at $502K in Q4 2021.
651 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2022.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2022, filed 26 Apr 2022.