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Abacus Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Abacus Wealth Partners’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
-11,097
Closed -$481K – 119
2021
Q1 		$481K Buy
11,097
+609
+6% +$27.1K 0.34% 40
2020
Q4 		$440K Buy
+10,488
New +$409K 0.38% 40

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
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
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

Abacus Wealth Partners's ESGE Position: Q2 2021 in Review

Abacus Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 11,097 shares — an estimated $481K sold.

Abacus Wealth Partners first reported a position in ESGE in Q4 2020 and held it in 2 quarters. The position peaked at $481K in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Abacus Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 11,097 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $481K.
  • Abacus Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 2 quarters.
  • Abacus Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $481K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Abacus Wealth Partners's 13F filing for Q2 2021, filed 31 May 2023.