AWM
ESGE icon

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

Accurate 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
2023
Q1 		– Sell
-46
Closed -$1.49K – 613
2022
Q4 		$1.49K Buy
+46
New +$1.35K ﹤0.01% 1274

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accurate Wealth Management's ESGE Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 46 shares — an estimated $1.49K sold.

Accurate Wealth Management first reported a position in ESGE in Q4 2022 and held it in 1 quarter. The position peaked at $1.49K in Q4 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 46 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $1.49K.
  • Accurate Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.49K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.