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Capital CS Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Capital CS Group’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
Q1 		– Sell
-7,989
Closed -$318K – 60
2021
Q4 		$318K Buy
+7,989
New +$329K 0.25% 59
2021
Q3 		– Sell
-7,459
Closed -$337K – 73
2021
Q2 		$337K Buy
+7,459
New +$330K 0.27% 53

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Capital CS Group's ESGE Position: Q1 2022 in Review

Capital CS Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 7,989 shares — an estimated $318K sold.

Capital CS Group first reported a position in ESGE in Q2 2021 and held it in 2 quarters. The position peaked at $337K in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Capital CS Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Capital CS Group sold 7,989 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $318K.
  • Capital CS Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 2 quarters.
  • Capital CS Group's iShares ESG Aware MSCI EM ETF position peaked at $337K in Q2 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Capital CS Group's 13F filing for Q1 2022, filed 25 Apr 2022.