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Baker Tilly Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Baker Tilly Wealth 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 		– Sell
-7,955
Closed -$220K – 547
2022
Q3 		$220K Sell
7,955
-2,609
-25% -$81.4K 0.03% 459
2022
Q2 		$341K Buy
+10,564
New +$358K 0.04% 388

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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

Baker Tilly Wealth Management's ESGE Position: Q4 2022 in Review

Baker Tilly Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 7,955 shares — an estimated $220K sold.

Baker Tilly Wealth Management first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $341K in Q2 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Baker Tilly Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,955 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $220K.
  • Baker Tilly Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
  • Baker Tilly Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $341K in Q2 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.