Wealthspire Advisors (Maryland)’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$264K	Buy	+3,464	New	+$261K	0.01%	370

Other funds holding ESGU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESGU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q3 2020: 3,464 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings.

335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

Wealthspire Advisors (Maryland) held 3,464 shares of iShares ESG Aware MSCI USA ETF worth $264K as of Q3 2020.
iShares ESG Aware MSCI USA ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
iShares ESG Aware MSCI USA ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #370 holding.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.