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Walled Lake Planning & Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-649
Closed -$64K – 168
2021
Q3 		$64K Buy
+649
New +$65.8K 0.04% 148

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $16B AUM 26.77% 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

Walled Lake Planning & Wealth Management's ESGU Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q4 2021, closing a stake of 649 shares — an estimated $64K sold.

Walled Lake Planning & Wealth Management first reported a position in ESGU in Q3 2021 and held it in 1 quarter. The position peaked at $64K in Q3 2021. 650 funds tracked by Wall St. Rank hold ESGU as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining iShares ESG Aware MSCI USA ETF position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 649 iShares ESG Aware MSCI USA ETF shares in Q4 2021, an estimated $64K.
  • Walled Lake Planning & Wealth Management first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's iShares ESG Aware MSCI USA ETF position peaked at $64K in Q3 2021.
  • 650 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.