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Burleson & Co’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Burleson & Co’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
Q4 		$481 Buy
+16
New +$469 ﹤0.01% 381
2021
Q3 		– Sell
-411
Closed -$19K – 373
2021
Q2 		$19K Buy
+411
New +$18.2K ﹤0.01% 238

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Burleson & Co's ESGE Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022: 16 shares worth $481. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Burleson & Co previously reported a position in ESGE as recently as Q2 2021.

Burleson & Co first reported a position in ESGE in Q2 2021 and has held it in 2 quarters since. The position peaked at $19K in Q2 2021. 518 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Burleson & Co held 16 shares of iShares ESG Aware MSCI EM ETF worth $481 as of Q4 2022.
  • iShares ESG Aware MSCI EM ETF was a new Burleson & Co position in Q4 2022.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #381 holding.
  • Burleson & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and has held it in 2 quarters since.
  • Burleson & Co's iShares ESG Aware MSCI EM ETF position peaked at $19K in Q2 2021.
  • 518 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.