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Atwood & Palmer’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-203
Closed -$9K – 431
2021
Q2 		$9K Hold
203
– – ﹤0.01% 336
2021
Q1 		$9K Sell
203
-776
-79% -$34.5K ﹤0.01% 352
2020
Q4 		$41K Buy
+979
New +$38.2K ﹤0.01% 226

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Atwood & Palmer's ESGE Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 203 shares — an estimated $9K sold.

Atwood & Palmer first reported a position in ESGE in Q4 2020 and held it in 3 quarters. The position peaked at $41K in Q4 2020. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 203 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $9K.
  • Atwood & Palmer first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 3 quarters.
  • Atwood & Palmer's iShares ESG Aware MSCI EM ETF position peaked at $41K in Q4 2020.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.