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

Selective 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	-96	Closed	-$8K	–	290
2022 Q3	$8K	Hold	96	–	–	﹤0.01%	543
2022 Q2	$8K	Hold	96	–	–	﹤0.01%	583
2022 Q1	$10K	Sell	96 -702	-88%	-$70.3K	﹤0.01%	532
2021 Q4	$86K	Buy	+798	New	+$83.7K	0.04%	211
2020 Q3	–	Sell	-444	Closed	-$31K	–	343
2020 Q2	$31K	Buy	+444	New	+$29.2K	0.03%	137

Other funds holding ESGU

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

Selective Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 96 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in ESGU in Q2 2020 and held it in 5 quarters. The position peaked at $86K in Q4 2021. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

Selective Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 96 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $8K.
Selective Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 5 quarters.
Selective Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $86K in Q4 2021.
703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.