Teamwork Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Teamwork Financial 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
2023 Q1	–	Sell	-4,786	Closed	-$406K	–	193
2022 Q4	$406K	Sell	4,786 -11,503	-71%	-$981K	0.08%	141
2022 Q3	$1.29M	Sell	16,289 -10,081	-38%	-$893K	0.28%	58
2022 Q2	$2.21M	Sell	26,370 -2,563	-9%	-$234K	0.48%	43
2022 Q1	$2.93M	Buy	28,933 +19,569	+209%	+$1.96M	0.55%	46
2021 Q4	$1.01M	Buy	9,364 +5,195	+125%	+$545K	0.19%	119
2021 Q3	$410K	Buy	+4,169	New	+$422K	0.08%	184
2020 Q3	–	Sell	-9,991	Closed	-$699K	–	184
2020 Q2	$699K	Buy	+9,991	New	+$658K	0.25%	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

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

Teamwork Financial Advisors's ESGU Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 4,786 shares — an estimated $406K sold.

Teamwork Financial Advisors first reported a position in ESGU in Q2 2020 and held it in 7 quarters. The position peaked at $2.93M in Q1 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

Teamwork Financial Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 4,786 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $406K.
Teamwork Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2020 and held it in 7 quarters.
Teamwork Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $2.93M in Q1 2022.
699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.