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

SOA Wealth 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	-94	Closed	-$8.5K	–	952
2023 Q1	$8.5K	Hold	94	–	–	﹤0.01%	548
2022 Q4	$7.97K	Hold	94	–	–	﹤0.01%	556
2022 Q3	$7K	Hold	94	–	–	﹤0.01%	557
2022 Q2	$7K	Hold	94	–	–	﹤0.01%	545
2022 Q1	$9K	Hold	94	–	–	﹤0.01%	603
2021 Q4	$10K	Hold	94	–	–	﹤0.01%	567
2021 Q3	$9K	Hold	94	–	–	﹤0.01%	607
2021 Q2	$9K	Hold	94	–	–	﹤0.01%	588
2021 Q1	$8K	Buy	+94	New	+$8.36K	﹤0.01%	543

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

SOA Wealth Advisors's ESGU Position: Q2 2023 in Review

SOA Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 94 shares — an estimated $8.5K sold.

SOA Wealth Advisors first reported a position in ESGU in Q1 2021 and held it in 9 quarters. The position peaked at $10K in Q4 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

SOA Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 94 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $8.5K.
SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and held it in 9 quarters.
SOA Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $10K in Q4 2021.
704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.