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Savior LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Savior LLC’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
-1,532
Closed -$158K – 175
2022
Q1 		$158K Buy
1,532
+54
+4% +$5.41K 0.12% 43
2021
Q4 		$160K Sell
1,478
-34
-2% -$3.57K 0.01% 39
2021
Q3 		$149K Sell
1,512
-28
-2% -$2.84K 0.15% 35
2021
Q2 		$152K Sell
1,540
-45
-3% -$4.3K 0.13% 62
2021
Q1 		$144K Sell
1,585
-453
-22% -$40.3K 0.15% 57
2020
Q4 		$175K Buy
+2,038
New +$165K 0.14% 54

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 $12.8B AUM 19.38% 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

Savior LLC's ESGU Position: Q2 2022 in Review

Savior LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 1,532 shares — an estimated $158K sold.

Savior LLC first reported a position in ESGU in Q4 2020 and held it in 6 quarters. The position peaked at $175K in Q4 2020. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Savior LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Savior LLC sold 1,532 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $158K.
  • Savior LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 6 quarters.
  • Savior LLC's iShares ESG Aware MSCI USA ETF position peaked at $175K in Q4 2020.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Savior LLC's 13F filing for Q2 2022, filed 21 Jul 2022.