Stonebridge Financial Planning Group’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Stonebridge Financial Planning Group’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 Q1	–	Sell	-2,390	Closed	-$203K	–	123
2022 Q4	$203K	Buy	+2,390	New	+$204K	0.13%	122
2022 Q3	–	Sell	-2,390	Closed	-$201K	–	117
2022 Q2	$201K	Buy	2,390 +75	+3%	+$6.85K	0.14%	111
2022 Q1	$235K	Hold	2,315	–	–	0.13%	103
2021 Q4	$230K	Hold	2,315	–	–	0.12%	112
2021 Q3	$247K	Buy	2,315 +100	+5%	+$10.1K	0.12%	109
2021 Q2	$222K	Buy	2,215 +95	+4%	+$9.09K	0.12%	114
2021 Q1	$200K	Hold	2,120	–	–	0.12%	110
2020 Q4	$182K	Buy	2,120 +1,800	+563%	+$146K	0.12%	109
2020 Q3	$25K	Buy	+320	New	+$24.1K	0.02%	244

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Stonebridge Financial Planning Group's ESGU Position: Q1 2023 in Review

Stonebridge Financial Planning Group sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 2,390 shares — an estimated $203K sold.

Stonebridge Financial Planning Group first reported a position in ESGU in Q3 2020 and held it in 9 quarters. The position peaked at $247K in Q3 2021. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Stonebridge Financial Planning Group reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Stonebridge Financial Planning Group sold 2,390 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $203K.
Stonebridge Financial Planning Group first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2020 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares ESG Aware MSCI USA ETF position peaked at $247K in Q3 2021.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2023, filed 4 May 2023.