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Transparent Wealth Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Transparent Wealth Partners’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
Q2 		– Sell
-2,366
Closed -$240K – 32
2022
Q1 		$240K Buy
+2,366
New +$237K 0.2% 38

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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
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 $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Transparent Wealth Partners's ESGU Position: Q2 2022 in Review

Transparent Wealth Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2022, closing a stake of 2,366 shares — an estimated $240K sold.

Transparent Wealth Partners first reported a position in ESGU in Q1 2022 and held it in 1 quarter. The position peaked at $240K in Q1 2022. 660 funds tracked by Wall St. Rank hold ESGU as of Q2 2022.

  • Transparent Wealth Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 2,366 iShares ESG Aware MSCI USA ETF shares in Q2 2022, an estimated $240K.
  • Transparent Wealth Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's iShares ESG Aware MSCI USA ETF position peaked at $240K in Q1 2022.
  • 660 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.