4J Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

4J Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-37,562	Closed	-$1.63M	–	74
2021 Q1	$1.63M	Buy	37,562 +29,889	+390%	+$1.33M	1.51%	19
2020 Q4	$322K	Buy	+7,673	New	+$299K	0.31%	58

Other funds holding ESGE

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

4J Wealth Management's ESGE Position: Q2 2021 in Review

4J Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 37,562 shares — an estimated $1.63M sold.

4J Wealth Management first reported a position in ESGE in Q4 2020 and held it in 2 quarters. The position peaked at $1.63M in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

4J Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
4J Wealth Management sold 37,562 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $1.63M.
4J Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 2 quarters.
4J Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q1 2021.
470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on 4J Wealth Management's 13F filing for Q2 2021, filed 13 Jul 2021.