Ausdal Financial Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ausdal Financial Partners’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	-7,227	Closed	-$234K	–	456
2022 Q2	$234K	Sell	7,227 -140	-2%	-$4.75K	0.04%	390
2022 Q1	$271K	Buy	7,367 +2,225	+43%	+$85.4K	0.04%	384
2021 Q4	$204K	Buy	+5,142	New	+$212K	0.03%	452
2021 Q2	–	Sell	-5,144	Closed	-$223K	–	473
2021 Q1	$223K	Sell	5,144 -423	-8%	-$18.8K	0.04%	398
2020 Q4	$234K	Buy	+5,567	New	+$217K	0.05%	361

Other funds holding ESGE

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

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

PCA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Ausdal Financial Partners's ESGE Position: Q3 2022 in Review

Ausdal Financial Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 7,227 shares — an estimated $234K sold.

Ausdal Financial Partners first reported a position in ESGE in Q4 2020 and held it in 5 quarters. The position peaked at $271K in Q1 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Ausdal Financial Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Ausdal Financial Partners sold 7,227 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $234K.
Ausdal Financial Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 5 quarters.
Ausdal Financial Partners's iShares ESG Aware MSCI EM ETF position peaked at $271K in Q1 2022.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Ausdal Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.