Badgley Phelps Wealth Managers’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Badgley Phelps Wealth Managers’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 Q2	–	Sell	-279,647	Closed	-$10.3M	–	210
2022 Q1	$10.3M	Buy	279,647 +73,180	+35%	+$2.81M	0.36%	90
2021 Q4	$8.21M	Sell	206,467 -109,956	-35%	-$4.53M	0.27%	102
2021 Q3	$13.1M	Buy	+316,423	New	+$13.5M	0.48%	76

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Badgley Phelps Wealth Managers's ESGE Position: Q2 2022 in Review

Badgley Phelps Wealth Managers sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 279,647 shares — an estimated $10.3M sold.

Badgley Phelps Wealth Managers first reported a position in ESGE in Q3 2021 and held it in 3 quarters. The position peaked at $13.1M in Q3 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Badgley Phelps Wealth Managers reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Badgley Phelps Wealth Managers sold 279,647 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $10.3M.
Badgley Phelps Wealth Managers first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 3 quarters.
Badgley Phelps Wealth Managers's iShares ESG Aware MSCI EM ETF position peaked at $13.1M in Q3 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2022, filed 1 Aug 2022.