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

Barrett 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
2021 Q4	–	Sell	-1,163	Closed	-$48K	–	597
2021 Q3	$48K	Hold	1,163	–	–	﹤0.01%	323
2021 Q2	$53K	Buy	+1,163	New	+$51.5K	﹤0.01%	302

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Barrett Asset Management's ESGE Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 1,163 shares — an estimated $48K sold.

Barrett Asset Management first reported a position in ESGE in Q2 2021 and held it in 2 quarters. The position peaked at $53K in Q2 2021. 549 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Barrett Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 1,163 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $48K.
Barrett Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 2 quarters.
Barrett Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $53K in Q2 2021.
549 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.