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

BerganKDV 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
2023 Q2	$792K	Buy	25,028 +8,532	+52%	+$268K	0.08%	146
2023 Q1	$519K	Buy	16,496 +3,871	+31%	+$123K	0.05%	169
2022 Q4	$380K	Sell	12,625 -770	-6%	-$22.6K	0.04%	187
2022 Q3	$371K	Buy	13,395 +1,402	+12%	+$43.7K	0.04%	188
2022 Q2	$387K	Sell	11,993 -3,539	-23%	-$120K	0.04%	196
2022 Q1	$570K	Buy	15,532 +446	+3%	+$17.1K	0.06%	176
2021 Q4	$600K	Buy	15,086 +2,036	+16%	+$83.9K	0.06%	177
2021 Q3	$541K	Buy	13,050 +3,945	+43%	+$169K	0.06%	171
2021 Q2	$411K	Buy	9,105 +1,159	+15%	+$51.3K	0.05%	192
2021 Q1	$344K	Buy	7,946 +7,084	+822%	+$315K	0.04%	196
2020 Q4	$36K	Hold	862	–	–	0.01%	392
2020 Q3	$31K	Buy	+862	New	+$30.5K	﹤0.01%	381

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BerganKDV Wealth Management's ESGE Position: Q2 2023 in Review

BerganKDV Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 52% in Q2 2023, buying an estimated $268K and bringing the position to 25,028 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #146.

BerganKDV Wealth Management first reported a position in ESGE in Q3 2020 and has held it in 12 quarters since. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

BerganKDV Wealth Management held 25,028 shares of iShares ESG Aware MSCI EM ETF worth $792K as of Q2 2023.
BerganKDV Wealth Management bought 8,532 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $268K.
iShares ESG Aware MSCI EM ETF made up 0.08% of BerganKDV Wealth Management's portfolio in Q2 2023, its #146 holding.
BerganKDV Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and has held it in 12 quarters since.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.