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

Seaside 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
2023 Q2	–	Sell	-9,811	Closed	-$887K	–	51
2023 Q1	$887K	Hold	9,811	–	–	0.54%	20
2022 Q4	$831K	Sell	9,811 -763	-7%	-$65.1K	0.55%	21
2022 Q3	$906K	Sell	10,574 -1,018	-9%	-$90.1K	0.63%	19
2022 Q2	$1.06M	Buy	+11,592	New	+$1.06M	0.81%	18

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Seaside Wealth Management's ESGU Position: Q2 2023 in Review

Seaside Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 9,811 shares — an estimated $887K sold.

Seaside Wealth Management first reported a position in ESGU in Q2 2022 and held it in 4 quarters. The position peaked at $1.06M in Q2 2022. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

Seaside Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Seaside Wealth Management sold 9,811 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $887K.
Seaside Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 4 quarters.
Seaside Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $1.06M in Q2 2022.
704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Seaside Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.