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SL Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SL Advisors’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
-3,200
Closed -$289K – 47
2023
Q1 		$289K Buy
3,200
+17
+0.5% +$1.5K 0.62% 38
2022
Q4 		$270K Buy
3,183
+28
+0.9% +$2.39K 0.6% 40
2022
Q3 		$251K Hold
3,155
– – 0.62% 38
2022
Q2 		$265K Buy
3,155
+11
+0.3% +$1K 0.63% 35
2022
Q1 		$319K Buy
3,144
+10
+0.3% +$1K 0.65% 33
2021
Q4 		$338K Buy
3,134
+19
+0.6% +$1.99K 0.83% 37
2021
Q3 		$307K Hold
3,115
– – 0.78% 38
2021
Q2 		$307K Hold
3,115
– – 0.78% 39
2021
Q1 		$283K Hold
3,115
– – 0.85% 39
2020
Q4 		$268K Buy
+3,115
New +$253K 0.87% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SL Advisors's ESGU Position: Q2 2023 in Review

SL Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 3,200 shares — an estimated $289K sold.

SL Advisors first reported a position in ESGU in Q4 2020 and held it in 10 quarters. The position peaked at $338K in Q4 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • SL Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • SL Advisors sold 3,200 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $289K.
  • SL Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 10 quarters.
  • SL Advisors's iShares ESG Aware MSCI USA ETF position peaked at $338K in Q4 2021.
  • 704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on SL Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.