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Soundwatch Capital’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Soundwatch Capital’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
-33,223
Closed -$2.64M – 18
2022
Q3 		$2.64M Buy
+33,223
New +$2.94M 2.57% 3

Other funds holding ESGU

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Soundwatch Capital's ESGU Position: Q4 2022 in Review

Soundwatch Capital sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 33,223 shares — an estimated $2.64M sold.

Soundwatch Capital first reported a position in ESGU in Q3 2022 and held it in 1 quarter. The position peaked at $2.64M in Q3 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Soundwatch Capital reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Soundwatch Capital sold 33,223 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $2.64M.
  • Soundwatch Capital first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 1 quarter.
  • Soundwatch Capital's iShares ESG Aware MSCI USA ETF position peaked at $2.64M in Q3 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Soundwatch Capital's 13F filing for Q4 2022, filed 14 Feb 2023.