Bradley & Co Private Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bradley & Co Private 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
2021 Q4	–	Sell	-1,387	Closed	-$57K	–	162
2021 Q3	$57K	Buy	1,387 +303	+28%	+$12.9K	0.05%	82
2021 Q2	$49K	Hold	1,084	–	–	0.04%	96
2021 Q1	$47K	Buy	+1,084	New	+$48.2K	0.04%	98

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bradley & Co Private Wealth Management's ESGE Position: Q4 2021 in Review

Bradley & Co Private Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 1,387 shares — an estimated $57K sold.

Bradley & Co Private Wealth Management first reported a position in ESGE in Q1 2021 and held it in 3 quarters. The position peaked at $57K in Q3 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Bradley & Co Private Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Bradley & Co Private Wealth Management sold 1,387 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $57K.
Bradley & Co Private Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 3 quarters.
Bradley & Co Private Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $57K in Q3 2021.
548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Bradley & Co Private Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.