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

Arkadios 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
2021 Q4	–	Sell	-72,228	Closed	-$2.99M	–	924
2021 Q3	$2.99M	Buy	72,228 +2,025	+3%	+$86.5K	0.43%	53
2021 Q2	$3.17M	Buy	70,203 +639	+0.9%	+$28.3K	0.39%	62
2021 Q1	$3.01M	Sell	69,564 -16,766	-19%	-$746K	0.5%	49
2020 Q4	$3.62M	Buy	86,330 +85,779	+15,568%	+$3.34M	0.76%	29
2020 Q3	$20.4K	Buy	551 +251	+84%	+$8.89K	0.01%	599
2020 Q2	$10.4K	Buy	300 +98	+49%	+$2.94K	0.01%	675
2020 Q1	$5.53K	Buy	202 +15	+8%	+$495	﹤0.01%	765
2019 Q4	$6.66K	Buy	+187	New	+$6.41K	﹤0.01%	659

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's ESGE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 72,228 shares — an estimated $2.99M sold.

Arkadios Wealth Advisors first reported a position in ESGE in Q4 2019 and held it in 8 quarters. The position peaked at $3.62M in Q4 2020. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 72,228 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $2.99M.
Arkadios Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3.62M in Q4 2020.
548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.