BMS Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

BMS Financial Advisors’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	–	Sell	-10,471	Closed	-$330K	–	117
2023 Q1	$330K	Sell	10,471 -43,595	-81%	-$1.38M	0.23%	90
2022 Q4	$2.15M	Buy	+54,066	New	+$1.58M	1.42%	14
2022 Q3	–	Sell	-56,241	Closed	-$2.24M	–	105
2022 Q2	$2.24M	Sell	56,241 -10,190	-15%	-$346K	1.46%	14
2022 Q1	$2.44M	Buy	66,431 +10,079	+18%	+$387K	1.55%	10
2021 Q4	$2.24M	Buy	+56,352	New	+$2.32M	1.43%	14

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

BMS Financial Advisors's ESGE Position: Q2 2023 in Review

BMS Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 10,471 shares — an estimated $330K sold.

BMS Financial Advisors first reported a position in ESGE in Q4 2021 and held it in 5 quarters. The position peaked at $2.44M in Q1 2022. 501 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

BMS Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
BMS Financial Advisors sold 10,471 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $330K.
BMS Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 5 quarters.
BMS Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.44M in Q1 2022.
501 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.