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Wagner Wealth Management (South Carolina)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wagner Wealth Management (South Carolina)’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
-394
Closed -$31K – 388
2022
Q3 		$31K Hold
394
– – 0.02% 253
2022
Q2 		$33K Buy
+394
New +$36K 0.03% 253

Other funds holding ESGU

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
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

Wagner Wealth Management (South Carolina)'s ESGU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2022, closing a stake of 394 shares — an estimated $31K sold.

Wagner Wealth Management (South Carolina) first reported a position in ESGU in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q2 2022. 703 funds tracked by Wall St. Rank hold ESGU as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 394 iShares ESG Aware MSCI USA ETF shares in Q4 2022, an estimated $31K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares ESG Aware MSCI USA ETF in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares ESG Aware MSCI USA ETF position peaked at $33K in Q2 2022.
  • 703 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.