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

Baldrige 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
2023 Q1	$85K	Buy	2,687 +122	+5%	+$3.87K	0.03%	150
2022 Q4	$77K	Sell	2,565 -2,657	-51%	-$77.9K	0.03%	152
2022 Q3	$144K	Sell	5,222 -3,251	-38%	-$101K	0.07%	118
2022 Q2	$274K	Buy	8,473 +3,524	+71%	+$119K	0.13%	93
2022 Q1	$182K	Sell	4,949 -1,293	-21%	-$49.6K	0.07%	113
2021 Q4	$248K	Buy	6,242 +1,002	+19%	+$41.3K	0.1%	99
2021 Q3	$217K	Buy	5,240 +971	+23%	+$41.5K	0.09%	100
2021 Q2	$193K	Buy	+4,269	New	+$189K	0.08%	102

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldrige Asset Management's ESGE Position: Q1 2023 in Review

Baldrige Asset Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 4.8% in Q1 2023, buying an estimated $3.87K and bringing the position to 2,687 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #150.

Baldrige Asset Management first reported a position in ESGE in Q2 2021 and has held it in 8 quarters since. The position peaked at $274K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

Baldrige Asset Management held 2,687 shares of iShares ESG Aware MSCI EM ETF worth $85K as of Q1 2023.
Baldrige Asset Management bought 122 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $3.87K.
iShares ESG Aware MSCI EM ETF made up 0.03% of Baldrige Asset Management's portfolio in Q1 2023, its #150 holding.
Baldrige Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $274K in Q2 2022.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.