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Amplius Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-826
Closed -$32K – 398
2021
Q4 		$32K Buy
+826
New +$34.1K ﹤0.01% 396

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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Amplius Wealth Advisors's ESGE Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 826 shares — an estimated $32K sold.

Amplius Wealth Advisors first reported a position in ESGE in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 826 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $32K.
  • Amplius Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $32K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.