Seaview Investment Managers’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Seaview Investment Managers’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	-21,471	Closed	-$1.94M	–	103
2023 Q1	$1.94M	Sell	21,471 -329	-2%	-$29.1K	0.67%	47
2022 Q4	$1.85M	Sell	21,800 -100	-0.5%	-$8.53K	0.74%	44
2022 Q3	$1.74M	Buy	21,900 +1,505	+7%	+$133K	0.71%	43
2022 Q2	$1.71M	Buy	20,395 +243	+1%	+$22.2K	0.77%	38
2022 Q1	$2.04M	Buy	+20,152	New	+$2.02M	0.68%	41
2021 Q3	–	Sell	-14,226	Closed	-$1.4M	–	100
2021 Q2	$1.4M	Buy	14,226 +3,019	+27%	+$289K	0.72%	36
2021 Q1	$1.02M	Buy	+11,207	New	+$996K	0.75%	37

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

Seaview Investment Managers's ESGU Position: Q2 2023 in Review

Seaview Investment Managers sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 21,471 shares — an estimated $1.94M sold.

Seaview Investment Managers first reported a position in ESGU in Q1 2021 and held it in 7 quarters. The position peaked at $2.04M in Q1 2022. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

Seaview Investment Managers reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
Seaview Investment Managers sold 21,471 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $1.94M.
Seaview Investment Managers first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 7 quarters.
Seaview Investment Managers's iShares ESG Aware MSCI USA ETF position peaked at $2.04M in Q1 2022.
704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Seaview Investment Managers's 13F filing for Q2 2023, filed 10 Aug 2023.