C-J Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

C-J Advisory’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 Q3	$1.9M	Buy	45,821 +208	+0.5%	+$8.89K	1.01%	22
2021 Q2	$2.06M	Buy	45,613 +1,109	+2%	+$49.1K	1.1%	22
2021 Q1	$1.93M	Buy	44,504 +501	+1%	+$22.3K	1.12%	20
2020 Q4	$1.85M	Buy	44,003 +1,887	+4%	+$73.6K	1.15%	20
2020 Q3	$1.5M	Sell	42,116 -198	-0.5%	-$7.01K	1.09%	21
2020 Q2	$1.38M	Buy	42,314 +14,193	+50%	+$426K	1.04%	23
2020 Q1	$769K	Buy	28,121 +7,228	+35%	+$239K	0.69%	24
2019 Q4	$750K	Buy	20,893 +2,992	+17%	+$103K	0.45%	30
2019 Q3	$582K	Buy	17,901 +1,744	+11%	+$57.3K	0.37%	31
2019 Q2	$549K	Buy	16,157 +789	+5%	+$26.6K	0.35%	29
2019 Q1	$531K	Buy	15,368 +366	+2%	+$12.2K	0.35%	29
2018 Q4	$460K	Buy	15,002 +3,472	+30%	+$109K	0.34%	31
2018 Q3	$385K	Buy	11,530 +3,518	+44%	+$118K	0.26%	31
2018 Q2	$270K	Buy	8,012 +6,058	+310%	+$219K	0.19%	32
2018 Q1	$73K	Buy	+1,954	New	+$75.4K	0.05%	44

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCA

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

C-J Advisory's ESGE Position: Q3 2021 in Review

C-J Advisory increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.46% in Q3 2021, buying an estimated $8.89K and bringing the position to 45,821 shares worth $1.9M. The position accounts for 1.01% of the portfolio, ranked #22.

C-J Advisory first reported a position in ESGE in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.06M in Q2 2021. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

C-J Advisory held 45,821 shares of iShares ESG Aware MSCI EM ETF worth $1.9M as of Q3 2021.
C-J Advisory bought 208 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $8.89K.
iShares ESG Aware MSCI EM ETF made up 1.01% of C-J Advisory's portfolio in Q3 2021, its #22 holding.
C-J Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and has held it in 15 quarters since.
C-J Advisory's iShares ESG Aware MSCI EM ETF position peaked at $2.06M in Q2 2021.
477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.