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

BRR OpCo’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 		$270K Buy
9,748
+1,074
+12% +$33.5K 0.03% 172
2022
Q2 		$280K Buy
8,674
+1,745
+25% +$59.2K 0.03% 161
2022
Q1 		$255K Buy
6,929
+1,648
+31% +$63.3K 0.03% 185
2021
Q4 		$210K Buy
+5,281
New +$218K 0.02% 201

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

BRR OpCo's ESGE Position: Q3 2022 in Review

BRR OpCo increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 12% in Q3 2022, buying an estimated $33.5K and bringing the position to 9,748 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #172.

BRR OpCo first reported a position in ESGE in Q4 2021 and has held it in 4 quarters since. The position peaked at $280K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • BRR OpCo held 9,748 shares of iShares ESG Aware MSCI EM ETF worth $270K as of Q3 2022.
  • BRR OpCo bought 1,074 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $33.5K.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of BRR OpCo's portfolio in Q3 2022, its #172 holding.
  • BRR OpCo first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and has held it in 4 quarters since.
  • BRR OpCo's iShares ESG Aware MSCI EM ETF position peaked at $280K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on BRR OpCo's 13F filing for Q3 2022, filed 8 Nov 2022.