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Strengthening Families & Communities LLC’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Strengthening Families & Communities LLC’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 		$13K Hold
151
– – 0.01% 210
2022
Q3 		$11K Hold
151
– – 0.01% 323
2022
Q2 		$15K Hold
151
– – 0.01% 199
2022
Q1 		$15K Hold
151
– – 0.01% 197
2021
Q4 		$16K Buy
+151
New +$15.8K ﹤0.01% 179

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Strengthening Families & Communities LLC's ESGU Position: Q4 2022 in Review

Strengthening Families & Communities LLC held its iShares ESG Aware MSCI USA ETF (ESGU) position steady in Q4 2022 at 151 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #210.

Strengthening Families & Communities LLC first reported a position in ESGU in Q4 2021 and has held it in 5 quarters since. The position peaked at $16K in Q4 2021. 706 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Strengthening Families & Communities LLC held 151 shares of iShares ESG Aware MSCI USA ETF worth $13K as of Q4 2022.
  • Strengthening Families & Communities LLC left its iShares ESG Aware MSCI USA ETF share count unchanged in Q4 2022.
  • iShares ESG Aware MSCI USA ETF made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q4 2022, its #210 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 5 quarters since.
  • Strengthening Families & Communities LLC's iShares ESG Aware MSCI USA ETF position peaked at $16K in Q4 2021.
  • 706 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.