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

VERITY 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	-2,839	Closed	-$225K	–	74
2022 Q3	$225K	Hold	2,839	–	–	0.23%	61
2022 Q2	$238K	Sell	2,839 -501	-15%	-$45.8K	0.23%	62
2022 Q1	$339K	Buy	3,340 +1	+0%	+$100	0.3%	48
2021 Q4	$360K	Hold	3,339	–	–	0.3%	47
2021 Q3	$329K	Buy	3,339 +344	+11%	+$34.9K	0.29%	46
2021 Q2	$295K	Sell	2,995 -20	-0.7%	-$1.91K	0.27%	49
2021 Q1	$274K	Sell	3,015 -292	-9%	-$26K	0.24%	50
2020 Q4	$285K	Buy	+3,307	New	+$269K	0.26%	48

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 $16B AUM 26.77% 1-Year Est. Return

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

VERITY Wealth Advisors sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 2,839 shares — an estimated $225K sold.

VERITY Wealth Advisors first reported a position in ESGU in Q4 2020 and held it in 8 quarters. The position peaked at $360K in Q4 2021. 704 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

VERITY Wealth Advisors reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
VERITY Wealth Advisors sold 2,839 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $225K.
VERITY Wealth Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2020 and held it in 8 quarters.
VERITY Wealth Advisors's iShares ESG Aware MSCI USA ETF position peaked at $360K in Q4 2021.
704 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on VERITY Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.