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Accredited Investors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Accredited Investors’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
2022
Q4 		– Sell
-9,365
Closed -$259K – 189
2022
Q3 		$259K Sell
9,365
-2,069
-18% -$64.5K 0.03% 144
2022
Q2 		$369K Sell
11,434
-23,661
-67% -$802K 0.04% 119
2022
Q1 		$1.29M Buy
35,095
+3,346
+11% +$128K 0.12% 64
2021
Q4 		$1.26M Buy
31,749
+2,204
+7% +$90.9K 0.11% 64
2021
Q3 		$1.22M Buy
29,545
+881
+3% +$37.7K 0.13% 58
2021
Q2 		$1.29M Buy
28,664
+1,707
+6% +$75.6K 0.13% 56
2021
Q1 		$1.17M Buy
26,957
+1,268
+5% +$56.4K 0.16% 60
2020
Q4 		$1.08M Buy
25,689
+5,234
+26% +$204K 0.18% 58
2020
Q3 		$728K Buy
20,455
+725
+4% +$25.7K 0.15% 68
2020
Q2 		$633K Buy
19,730
+1,794
+10% +$53.9K 0.13% 72
2020
Q1 		$491K Buy
17,936
+3,910
+28% +$129K 0.12% 78
2019
Q4 		$504K Buy
14,026
+218
+2% +$7.47K 0.09% 87
2019
Q3 		$449K Buy
13,808
+714
+5% +$23.5K 0.09% 83
2019
Q2 		$445K Buy
13,094
+6,137
+88% +$207K 0.09% 87
2019
Q1 		$237K Buy
6,957
+432
+7% +$14.4K 0.05% 121
2018
Q4 		$200K Buy
6,525
+235
+4% +$7.39K 0.04% 119
2018
Q3 		$210K Buy
+6,290
New +$212K 0.05% 119

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Accredited Investors's ESGE Position: Q4 2022 in Review

Accredited Investors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 9,365 shares — an estimated $259K sold.

Accredited Investors first reported a position in ESGE in Q3 2018 and held it in 17 quarters. The position peaked at $1.29M in Q2 2021. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Accredited Investors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Accredited Investors sold 9,365 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $259K.
  • Accredited Investors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 17 quarters.
  • Accredited Investors's iShares ESG Aware MSCI EM ETF position peaked at $1.29M in Q2 2021.
  • 520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Accredited Investors's 13F filing for Q4 2022, filed 7 Feb 2023.