AFS
ESGE icon

Annapolis Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Annapolis Financial 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
2023
Q3 		– Sell
-33
Closed -$1.04K – 488
2023
Q2 		$1.04K Hold
33
– – ﹤0.01% 459
2023
Q1 		$1.04K Buy
+33
New +$1.05K ﹤0.01% 423

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Annapolis Financial Services's ESGE Position: Q3 2023 in Review

Annapolis Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 33 shares — an estimated $1.04K sold.

Annapolis Financial Services first reported a position in ESGE in Q1 2023 and held it in 2 quarters. The position peaked at $1.04K in Q2 2023. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

  • Annapolis Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 33 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $1.04K.
  • Annapolis Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and held it in 2 quarters.
  • Annapolis Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $1.04K in Q2 2023.
  • 492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Annapolis Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.