Badgley, Phelps & Bell’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$13.6M Buy
301,668
+52,153
+21% +$2.31M 0.51% 70
2021
Q1
$10.8M Buy
+249,515
New +$11.1M 0.45% 83

Other funds holding ESGE

Badgley, Phelps & Bell's ESGE Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 21% in Q2 2021, buying an estimated $2.31M and bringing the position to 301,668 shares worth $13.6M. The position accounts for 0.51% of the portfolio, ranked #70.

Badgley, Phelps & Bell first reported a position in ESGE in Q1 2021 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Badgley, Phelps & Bell held 301,668 shares of iShares ESG Aware MSCI EM ETF worth $13.6M as of Q2 2021.
  • Badgley, Phelps & Bell bought 52,153 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $2.31M.
  • iShares ESG Aware MSCI EM ETF made up 0.51% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #70 holding.
  • Badgley, Phelps & Bell first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 2 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.