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

Brewin Dolphin 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
2022 Q2	$752K	Hold	23,280	–	–	0.08%	81
2022 Q1	$855K	Hold	23,280	–	–	0.1%	77
2021 Q4	$925K	Hold	23,280	–	–	0.1%	77
2021 Q3	$965K	Hold	23,280	–	–	0.11%	74
2021 Q2	$1.05M	Hold	23,280	–	–	0.13%	72
2021 Q1	$1.01M	Hold	23,280	–	–	0.15%	66
2020 Q4	$977K	Hold	23,280	–	–	0.16%	62
2020 Q3	$829K	Hold	23,280	–	–	0.15%	64
2020 Q2	$747K	Buy	+23,280	New	+$699K	0.16%	64

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brewin Dolphin Wealth Management's ESGE Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2022 at 23,280 shares worth $752K. The position accounts for 0.08% of the portfolio, ranked #81.

Brewin Dolphin Wealth Management first reported a position in ESGE in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Brewin Dolphin Wealth Management held 23,280 shares of iShares ESG Aware MSCI EM ETF worth $752K as of Q2 2022.
Brewin Dolphin Wealth Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2022.
iShares ESG Aware MSCI EM ETF made up 0.08% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #81 holding.
Brewin Dolphin Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 9 quarters since.
Brewin Dolphin Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.05M in Q2 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.