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Arbor Investment Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Arbor Investment 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 		– Sell
-8,427
Closed -$272K – 91
2022
Q2 		$272K Sell
8,427
-465
-5% -$15.8K 0.06% 80
2022
Q1 		$327K Buy
8,892
+1
+0% +$38 0.06% 80
2021
Q4 		$353K Buy
8,891
+119
+1% +$4.91K 0.07% 72
2021
Q3 		$363K Buy
8,772
+1,778
+25% +$76K 0.07% 70
2021
Q2 		$316K Buy
6,994
+1,981
+40% +$87.7K 0.07% 77
2021
Q1 		$217K Sell
5,013
-943
-16% -$41.9K 0.05% 96
2020
Q4 		$250K Buy
5,956
+39
+0.7% +$1.52K 0.06% 80
2020
Q3 		$211K Buy
+5,917
New +$210K 0.06% 83
2020
Q2 		– Sell
-9,293
Closed -$254K – 83
2020
Q1 		$254K Buy
9,293
+1,027
+12% +$33.9K 0.08% 67
2019
Q4 		$297K Buy
8,266
+855
+12% +$29.3K 0.08% 68
2019
Q3 		$241K Buy
7,411
+247
+3% +$8.12K 0.07% 72
2019
Q2 		$244K Buy
7,164
+726
+11% +$24.5K 0.08% 68
2019
Q1 		$219K Buy
+6,438
New +$214K 0.07% 68

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Arbor Investment Advisors's ESGE Position: Q3 2022 in Review

Arbor Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 8,427 shares — an estimated $272K sold.

Arbor Investment Advisors first reported a position in ESGE in Q1 2019 and held it in 13 quarters. The position peaked at $363K in Q3 2021. 532 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Arbor Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Arbor Investment Advisors sold 8,427 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $272K.
  • Arbor Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and held it in 13 quarters.
  • Arbor Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $363K in Q3 2021.
  • 532 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Arbor Investment Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.