Ten Capital Wealth Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Ten Capital Wealth 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 Q2	$314K	Sell	3,232 -141	-4%	-$13K	0.09%	95
2023 Q1	$305K	Buy	3,373 +21	+0.6%	+$1.86K	0.1%	76
2022 Q4	$284K	Hold	3,352	–	–	0.11%	67
2022 Q3	$266K	Sell	3,352 -125	-4%	-$11.1K	0.12%	61
2022 Q2	$292K	Hold	3,477	–	–	0.13%	57
2022 Q1	$352K	Buy	3,477 +886	+34%	+$88.7K	0.15%	51
2021 Q4	$280K	Sell	2,591 -224	-8%	-$23.5K	0.11%	58
2021 Q3	$277K	Hold	2,815	–	–	0.13%	56
2021 Q2	$277K	Hold	2,815	–	–	0.06%	120
2021 Q1	$255K	Buy	+2,815	New	+$250K	0.06%	117

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Ten Capital Wealth Advisors's ESGU Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.2% in Q2 2023, selling an estimated $13K and leaving 3,232 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #95.

Ten Capital Wealth Advisors first reported a position in ESGU in Q1 2021 and has held it in 10 quarters since. The position peaked at $352K in Q1 2022. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

Ten Capital Wealth Advisors held 3,232 shares of iShares ESG Aware MSCI USA ETF worth $314K as of Q2 2023.
Ten Capital Wealth Advisors sold 141 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $13K.
iShares ESG Aware MSCI USA ETF made up 0.09% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #95 holding.
Ten Capital Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2021 and has held it in 10 quarters since.
Ten Capital Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $352K in Q1 2022.
705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.