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Brightworth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Brightworth’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
Q3 		$274K Sell
9,901
-60
-0.6% -$1.87K 0.03% 114
2022
Q2 		$322K Buy
9,961
+1,644
+20% +$55.7K 0.03% 109
2022
Q1 		$305K Sell
8,317
-1,107
-12% -$42.5K 0.03% 107
2021
Q4 		$375K Buy
+9,424
New +$389K 0.03% 97

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brightworth's ESGE Position: Q3 2022 in Review

Brightworth reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.6% in Q3 2022, selling an estimated $1.87K and leaving 9,901 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #114.

Brightworth first reported a position in ESGE in Q4 2021 and has held it in 4 quarters since. The position peaked at $375K in Q4 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Brightworth held 9,901 shares of iShares ESG Aware MSCI EM ETF worth $274K as of Q3 2022.
  • Brightworth sold 60 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $1.87K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of Brightworth's portfolio in Q3 2022, its #114 holding.
  • Brightworth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 4 quarters since.
  • Brightworth's iShares ESG Aware MSCI EM ETF position peaked at $375K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.