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Altus Wealth Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-186
Closed -$8K – 364
2020
Q4 		$8K Buy
+186
New +$7.25K 0.01% 565

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altus Wealth Group's ESGE Position: Q1 2021 in Review

Altus Wealth Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021, closing a stake of 186 shares — an estimated $8K sold.

Altus Wealth Group first reported a position in ESGE in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 451 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

  • Altus Wealth Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 186 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $8K.
  • Altus Wealth Group first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's iShares ESG Aware MSCI EM ETF position peaked at $8K in Q4 2020.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.