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Wayfinding Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wayfinding Financial’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
-8,352
Closed -$810K – 114
2022
Q4 		$810K Sell
8,352
-3,251
-28% -$277K 0.65% 31
2022
Q3 		$921K Buy
11,603
+196
+2% +$17.4K 0.86% 20
2022
Q2 		$957K Buy
11,407
+429
+4% +$39.2K 0.84% 22
2022
Q1 		$1M Buy
10,978
+2,626
+31% +$263K 0.84% 19
2021
Q4 		$810K Buy
+8,352
New +$876K 0.65% 31

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

Wayfinding Financial's ESGU Position: Q1 2023 in Review

Wayfinding Financial sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q1 2023, closing a stake of 8,352 shares — an estimated $810K sold.

Wayfinding Financial first reported a position in ESGU in Q4 2021 and held it in 5 quarters. The position peaked at $1M in Q1 2022. 699 funds tracked by Wall St. Rank hold ESGU as of Q1 2023.

  • Wayfinding Financial reported no remaining iShares ESG Aware MSCI USA ETF position as of Q1 2023 after selling out during the quarter.
  • Wayfinding Financial sold 8,352 iShares ESG Aware MSCI USA ETF shares in Q1 2023, an estimated $810K.
  • Wayfinding Financial first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and held it in 5 quarters.
  • Wayfinding Financial's iShares ESG Aware MSCI USA ETF position peaked at $1M in Q1 2022.
  • 699 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q1 2023.

Based on Wayfinding Financial's 13F filing for Q1 2023, filed 5 May 2023.