Arkos Global Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Arkos Global 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	-7,082	Closed	-$282K	–	100
2021 Q4	$282K	Buy	7,082 +46	+0.7%	+$1.9K	0.09%	72
2021 Q3	$292K	Sell	7,036 -6	-0.1%	-$256	0.1%	65
2021 Q2	$318K	Sell	7,042 -15	-0.2%	-$664	0.11%	65
2021 Q1	$306K	Sell	7,057 -39	-0.5%	-$1.73K	0.12%	65
2020 Q4	$298K	Buy	+7,096	New	+$277K	0.12%	62

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

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

PCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

Arkos Global Advisors's ESGE Position: Q1 2022 in Review

Arkos Global Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 7,082 shares — an estimated $282K sold.

Arkos Global Advisors first reported a position in ESGE in Q4 2020 and held it in 5 quarters. The position peaked at $318K in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Arkos Global Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
Arkos Global Advisors sold 7,082 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $282K.
Arkos Global Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 5 quarters.
Arkos Global Advisors's iShares ESG Aware MSCI EM ETF position peaked at $318K in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Arkos Global Advisors's 13F filing for Q1 2022, filed 12 May 2022.