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San Luis Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-2,961
Closed -$319K – 186
2022
Q1 		$319K Hold
2,961
– – 0.16% 116
2021
Q4 		$319K Buy
2,961
+278
+10% +$29.2K 0.32% 68
2021
Q3 		$264K Buy
+2,683
New +$272K 0.15% 131

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
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

San Luis Wealth Advisors's ESGU Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 2,961 shares — an estimated $319K sold.

San Luis Wealth Advisors first reported a position in ESGU in Q3 2021 and held it in 3 quarters. The position peaked at $319K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,961 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $319K.
  • San Luis Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 3 quarters.
  • San Luis Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $319K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.