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WealthPLAN Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-76
Closed -$7.41K – 550
2023
Q2 		$7.41K Sell
76
-14,547
-99% -$1.34M ﹤0.01% 843
2023
Q1 		$1.32M Sell
14,623
-844
-5% -$74.6K 0.15% 130
2022
Q4 		$1.42M Buy
+15,467
New +$1.32M 0.1% 147
2022
Q1 		$3.02M Buy
32,821
+4,791
+17% +$480K 0.21% 99
2021
Q4 		$2.84M Buy
28,030
+1,779
+7% +$187K 0.19% 98
2021
Q3 		$2.8M Buy
26,251
+3,918
+18% +$397K 0.19% 99
2021
Q2 		$2.27M Buy
22,333
+1,356
+6% +$130K 0.16% 102
2021
Q1 		$2M Buy
20,977
+1,643
+8% +$146K 0.15% 102
2020
Q4 		$1.73M Sell
19,334
-1,534
-7% -$125K 0.15% 105
2020
Q3 		$1.68M Buy
20,868
+1,655
+9% +$125K 0.16% 99
2020
Q2 		$1.47M Buy
19,213
+155
+0.8% +$10.2K 0.15% 100
2020
Q1 		$1.22M Buy
19,058
+14,272
+298% +$971K 0.16% 96
2019
Q4 		$360K Buy
+4,786
New +$326K 0.04% 183

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MB
Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

WealthPLAN Partners's ESGU Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2023, closing a stake of 76 shares — an estimated $7.41K sold.

WealthPLAN Partners first reported a position in ESGU in Q4 2019 and held it in 13 quarters. The position peaked at $3.02M in Q1 2022. 701 funds tracked by Wall St. Rank hold ESGU as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 76 iShares ESG Aware MSCI USA ETF shares in Q3 2023, an estimated $7.41K.
  • WealthPLAN Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2019 and held it in 13 quarters.
  • WealthPLAN Partners's iShares ESG Aware MSCI USA ETF position peaked at $3.02M in Q1 2022.
  • 701 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.