American Portfolios Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

American Portfolios Advisors’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 Q3	$282K	Buy	10,183 +369	+4%	+$11.5K	0.01%	878
2022 Q2	$317K	Sell	9,814 -22,551	-70%	-$765K	0.01%	853
2022 Q1	$1.19M	Buy	32,365 +7,166	+28%	+$275K	0.04%	434
2021 Q4	$1M	Sell	25,199 -1,610	-6%	-$66.4K	0.03%	481
2021 Q3	$1.11M	Sell	26,809 -1,314	-5%	-$56.2K	0.04%	422
2021 Q2	$1.27M	Buy	28,123 +1,667	+6%	+$73.8K	0.05%	363
2021 Q1	$1.15M	Buy	26,456 +19,635	+288%	+$873K	0.05%	367
2020 Q4	$286K	Buy	6,821 +6,795	+26,135%	+$265K	0.01%	760
2020 Q3	$926	Hold	26	–	–	﹤0.01%	2773
2020 Q2	$834	Sell	26 -21	-45%	-$631	﹤0.01%	2710
2020 Q1	$1.29K	Buy	+47	New	+$1.55K	﹤0.01%	2507
2018 Q4	–	Sell	-106	Closed	-$3.54K	–	2455
2018 Q3	$3.54K	Hold	106	–	–	﹤0.01%	2107
2018 Q2	$3.57K	Hold	106	–	–	﹤0.01%	2085
2018 Q1	$4.01K	Buy	+106	New	+$4.09K	﹤0.01%	1947

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's ESGE Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.8% in Q3 2022, buying an estimated $11.5K and bringing the position to 10,183 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #878.

American Portfolios Advisors first reported a position in ESGE in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.27M in Q2 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

American Portfolios Advisors held 10,183 shares of iShares ESG Aware MSCI EM ETF worth $282K as of Q3 2022.
American Portfolios Advisors bought 369 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $11.5K.
iShares ESG Aware MSCI EM ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #878 holding.
American Portfolios Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and has held it in 14 quarters since.
American Portfolios Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.27M in Q2 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.