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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
2023
Q1 		– Sell
-151
Closed -$13K – 373
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 		$16 Buy
+151
New +$15.8K ﹤0.01% 179

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strengthening Families & Communities LLC's ESGU Position: Q1 2023 in Review

Strengthening Families & Communities LLC sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 151 shares — an estimated $13K sold.

Strengthening Families & Communities LLC first reported a position in ESGU in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Strengthening Families & Communities LLC reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 151 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $13K.
  • Strengthening Families & Communities LLC first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 5 quarters.
  • Strengthening Families & Communities LLC's iShares ESG Aware MSCI USA ETF position peaked at $15K in Q2 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2023, filed 4 May 2023.