Avantax Planning Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Avantax Planning 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
2023 Q2	–	Sell	-7,422	Closed	-$234K	–	375
2023 Q1	$234K	Hold	7,422	–	–	0.01%	331
2022 Q4	$223K	Buy	+7,422	New	+$217K	0.01%	339
2022 Q2	–	Sell	-8,090	Closed	-$297K	–	353
2022 Q1	$297K	Buy	+8,090	New	+$311K	0.01%	284

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avantax Planning Partners's ESGE Position: Q2 2023 in Review

Avantax Planning Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 7,422 shares — an estimated $234K sold.

Avantax Planning Partners first reported a position in ESGE in Q1 2022 and held it in 3 quarters. The position peaked at $297K in Q1 2022. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Avantax Planning Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
Avantax Planning Partners sold 7,422 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $234K.
Avantax Planning Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 3 quarters.
Avantax Planning Partners's iShares ESG Aware MSCI EM ETF position peaked at $297K in Q1 2022.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.