South Shore Capital Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

South Shore Capital 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
2022 Q3	$225K	Sell	2,830 -5	-0.2%	-$443	0.52%	63
2022 Q2	$238K	Sell	2,835 -222	-7%	-$20.3K	0.5%	69
2022 Q1	$310K	Buy	3,057 +41	+1%	+$4.11K	0.51%	63
2021 Q4	$325K	Buy	3,016 +7	+0.2%	+$735	0.53%	62
2021 Q3	$296K	Sell	3,009 -10	-0.3%	-$1.01K	0.54%	70
2021 Q2	$297K	Sell	3,019 -102	-3%	-$9.76K	0.53%	71
2021 Q1	$284K	Sell	3,121 -342	-10%	-$30.4K	0.28%	93
2020 Q4	$298K	Buy	+3,463	New	+$281K	0.29%	89

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

South Shore Capital Advisors's ESGU Position: Q3 2022 in Review

South Shore Capital Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 0.18% in Q3 2022, selling an estimated $443 and leaving 2,830 shares worth $225K. The position accounts for 0.52% of the portfolio, ranked #63.

South Shore Capital Advisors first reported a position in ESGU in Q4 2020 and has held it in 8 quarters since. The position peaked at $325K in Q4 2021. 665 funds tracked by Wall St. Rank hold ESGU as of Q3 2022.

South Shore Capital Advisors held 2,830 shares of iShares ESG Aware MSCI USA ETF worth $225K as of Q3 2022.
South Shore Capital Advisors sold 5 iShares ESG Aware MSCI USA ETF shares in Q3 2022, an estimated $443.
iShares ESG Aware MSCI USA ETF made up 0.52% of South Shore Capital Advisors's portfolio in Q3 2022, its #63 holding.
South Shore Capital Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's iShares ESG Aware MSCI USA ETF position peaked at $325K in Q4 2021.
665 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.