SPWM
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Spartan Planning & Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Spartan Planning & Wealth Management’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 		$424 Buy
5
+1
+25% +$85 ﹤0.01% 141
2022
Q3 		$0 Hold
4
– – ﹤0.01% 91
2022
Q2 		$0 Sell
4
-39
-91% -$3.56K ﹤0.01% 117
2022
Q1 		$4K Buy
+43
New +$4.31K 0.01% 120

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 $16B AUM 26.77% 1-Year Est. Return

Spartan Planning & Wealth Management's ESGU Position: Q4 2022 in Review

Spartan Planning & Wealth Management increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 25% in Q4 2022, buying an estimated $85 and bringing the position to 5 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #141.

Spartan Planning & Wealth Management first reported a position in ESGU in Q1 2022 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Spartan Planning & Wealth Management held 5 shares of iShares ESG Aware MSCI USA ETF worth $424 as of Q4 2022.
  • Spartan Planning & Wealth Management bought 1 iShares ESG Aware MSCI USA ETF share in Q4 2022, an estimated $85.
  • iShares ESG Aware MSCI USA ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #141 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and has held it in 4 quarters since.
  • Spartan Planning & Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $4K in Q1 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.