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Autus Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Autus Asset Management’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
Q4 		$491K Sell
16,316
-1,260
-7% -$36.9K 0.09% 106
2022
Q3 		$487K Buy
17,576
+1,267
+8% +$39.5K 0.09% 102
2022
Q2 		$527K Buy
16,309
+95
+0.6% +$3.22K 0.09% 103
2022
Q1 		$596K Sell
16,214
-569
-3% -$21.8K 0.09% 104
2021
Q4 		$667K Buy
16,783
+1,228
+8% +$50.6K 0.07% 119
2021
Q3 		$644K Buy
15,555
+938
+6% +$40.1K 0.07% 116
2021
Q2 		$660K Buy
14,617
+1,100
+8% +$48.7K 0.07% 114
2021
Q1 		$585K Buy
13,517
+1,774
+15% +$78.9K 0.07% 118
2020
Q4 		$493K Buy
11,743
+1,315
+13% +$51.3K 0.06% 118
2020
Q3 		$371K Buy
10,428
+948
+10% +$33.6K 0.05% 125
2020
Q2 		$304K Buy
9,480
+1,165
+14% +$35K 0.04% 132
2020
Q1 		$228K Buy
8,315
+2,535
+44% +$83.7K 0.04% 130
2019
Q4 		$208K Buy
+5,780
New +$198K 0.03% 155

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Autus Asset Management's ESGE Position: Q4 2022 in Review

Autus Asset Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 7.2% in Q4 2022, selling an estimated $36.9K and leaving 16,316 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #106.

Autus Asset Management first reported a position in ESGE in Q4 2019 and has held it in 13 quarters since. The position peaked at $667K in Q4 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Autus Asset Management held 16,316 shares of iShares ESG Aware MSCI EM ETF worth $491K as of Q4 2022.
  • Autus Asset Management sold 1,260 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $36.9K.
  • iShares ESG Aware MSCI EM ETF made up 0.09% of Autus Asset Management's portfolio in Q4 2022, its #106 holding.
  • Autus Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and has held it in 13 quarters since.
  • Autus Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $667K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.