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

WealthSpring 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
Q2 		– Sell
-2,897
Closed -$262K – 77
2023
Q1 		$262K Sell
2,897
-2,308
-44% -$204K 0.2% 61
2022
Q4 		$441K Sell
5,205
-71,617
-93% -$6.11M 0.34% 48
2022
Q3 		$6.1M Buy
+76,822
New +$6.8M 5.39% 5

Other funds holding ESGU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthSpring Partners's ESGU Position: Q2 2023 in Review

WealthSpring Partners sold out of iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2023, closing a stake of 2,897 shares — an estimated $262K sold.

WealthSpring Partners first reported a position in ESGU in Q3 2022 and held it in 3 quarters. The position peaked at $6.1M in Q3 2022. 705 funds tracked by Wall St. Rank hold ESGU as of Q2 2023.

  • WealthSpring Partners reported no remaining iShares ESG Aware MSCI USA ETF position as of Q2 2023 after selling out during the quarter.
  • WealthSpring Partners sold 2,897 iShares ESG Aware MSCI USA ETF shares in Q2 2023, an estimated $262K.
  • WealthSpring Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2022 and held it in 3 quarters.
  • WealthSpring Partners's iShares ESG Aware MSCI USA ETF position peaked at $6.1M in Q3 2022.
  • 705 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2023.

Based on WealthSpring Partners's 13F filing for Q2 2023, filed 3 Aug 2023.