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

V 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
2022 Q4	–	Sell	-3,662	Closed	-$291K	–	374
2022 Q3	$291K	Sell	3,662 -2,931	-44%	-$260K	0.06%	291
2022 Q2	$553K	Sell	6,593 -2,772	-30%	-$253K	0.1%	205
2022 Q1	$950K	Sell	9,365 -900	-9%	-$90.1K	0.15%	158
2021 Q4	$1.11M	Sell	10,265 -1,669	-14%	-$175K	0.16%	143
2021 Q3	$1.18M	Sell	11,934 -493	-4%	-$50K	0.18%	134
2021 Q2	$1.22M	Buy	12,427 +2,668	+27%	+$255K	0.19%	128
2021 Q1	$887K	Buy	9,759 +1,071	+12%	+$95.2K	0.16%	155
2020 Q4	$747K	Buy	8,688 +1,272	+17%	+$103K	0.15%	161
2020 Q3	$565K	Sell	7,416 -2,842	-28%	-$214K	0.39%	69
2020 Q2	$718K	Buy	10,258 +3,368	+49%	+$222K	0.19%	137
2020 Q1	$396K	Buy	+6,890	New	+$469K	0.12%	179

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

V Wealth Advisors's ESGU Position: Q4 2022 in Review

V Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 3,662 shares — an estimated $291K sold.

V Wealth Advisors first reported a position in ESGU in Q1 2020 and held it in 11 quarters. The position peaked at $1.22M in Q2 2021. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

V Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 3,662 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $291K.
V Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2020 and held it in 11 quarters.
V Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $1.22M in Q2 2021.
703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.