SSW
ESGU icon

Smith Shellnut Wilson’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Smith Shellnut Wilson’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
2021
Q4 		– Sell
-135
Closed -$13K – 151
2021
Q3 		$13K Sell
135
-48
-26% -$4.86K 0.01% 147
2021
Q2 		$18K Buy
+183
New +$17.5K 0.01% 145

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Smith Shellnut Wilson's ESGU Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021, closing a stake of 135 shares — an estimated $13K sold.

Smith Shellnut Wilson first reported a position in ESGU in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Smith Shellnut Wilson reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 135 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $13K.
  • Smith Shellnut Wilson first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2021 and held it in 2 quarters.
  • Smith Shellnut Wilson's iShares ESG Aware MSCI USA ETF position peaked at $18K in Q2 2021.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.