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Scissortail Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Scissortail Wealth Management’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 		– Sell
-42,427
Closed -$3.53M – 135
2022
Q3 		$3.53M Buy
+42,427
New +$3.76M 1.83% 14
2022
Q2 		– Sell
-67,509
Closed -$6.45M – 130
2022
Q1 		$6.45M Buy
+67,509
New +$6.76M 3.17% 6

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $16B AUM 26.77% 1-Year Est. Return

Scissortail Wealth Management's ESGU Position: Q4 2022 in Review

Scissortail Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 42,427 shares — an estimated $3.53M sold.

Scissortail Wealth Management first reported a position in ESGU in Q1 2022 and held it in 2 quarters. The position peaked at $6.45M in Q1 2022. 704 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Scissortail Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 42,427 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $3.53M.
  • Scissortail Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $6.45M in Q1 2022.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Scissortail Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.