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Valley Forge Investment Consultants’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Valley Forge Investment Consultants’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
-2,785
Closed -$236K – 73
2022
Q4 		$236K Hold
2,785
– – 0.12% 61
2022
Q3 		$221K Hold
2,785
– – 0.12% 62
2022
Q2 		$234K Hold
2,785
– – 0.12% 61
2022
Q1 		$282K Buy
+2,785
New +$279K 0.12% 61

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

Valley Forge Investment Consultants's ESGU Position: Q1 2023 in Review

Valley Forge Investment Consultants sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 2,785 shares — an estimated $236K sold.

Valley Forge Investment Consultants first reported a position in ESGU in Q1 2022 and held it in 4 quarters. The position peaked at $282K in Q1 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Valley Forge Investment Consultants reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 2,785 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $236K.
  • Valley Forge Investment Consultants first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2022 and held it in 4 quarters.
  • Valley Forge Investment Consultants's iShares ESG Aware MSCI USA ETF position peaked at $282K in Q1 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2023, filed 8 May 2023.