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

Advocacy Wealth Management Services’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
Q2 		– Sell
-141
Closed -$5K – 153
2022
Q1 		$5K Buy
+141
New +$5.41K ﹤0.01% 118

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's ESGE Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 141 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in ESGE in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 141 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares ESG Aware MSCI EM ETF position peaked at $5K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.