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Smart Money Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Smart Money Group’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
2020
Q4 		– Sell
-140,595
Closed -$10.7M – 66
2020
Q3 		$10.7M Buy
140,595
+23,518
+20% +$1.77M 4.62% 4
2020
Q2 		$8.19M Buy
117,077
+77,471
+196% +$5.1M 4.85% 3
2020
Q1 		$2.28M Buy
+39,606
New +$2.7M 1.6% 19

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smart Money Group's ESGU Position: Q4 2020 in Review

Smart Money Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2020, closing a stake of 140,595 shares — an estimated $10.7M sold.

Smart Money Group first reported a position in ESGU in Q1 2020 and held it in 3 quarters. The position peaked at $10.7M in Q3 2020. 427 funds tracked by Wall St. Rank hold ESGU as of Q4 2020.

  • Smart Money Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 140,595 iShares ESG Aware MSCI USA ETF shares in Q4 2020, an estimated $10.7M.
  • Smart Money Group first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 3 quarters.
  • Smart Money Group's iShares ESG Aware MSCI USA ETF position peaked at $10.7M in Q3 2020.
  • 427 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.