Cascadia Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cascadia Advisory Services’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	$436K	Sell	10,524 -1,971	-16%	-$84.2K	0.09%	193
2021 Q2	$564K	Buy	12,495 +1,833	+17%	+$81.2K	0.12%	166
2021 Q1	$462K	Buy	+10,662	New	+$474K	0.1%	169
2020 Q3	$358K	Buy	10,045 +1,767	+21%	+$62.6K	0.1%	169
2020 Q2	$266K	Buy	+8,278	New	+$249K	0.08%	147

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cascadia Advisory Services's ESGE Position: Q3 2021 in Review

Cascadia Advisory Services reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 16% in Q3 2021, selling an estimated $84.2K and leaving 10,524 shares worth $436K. The position accounts for 0.09% of the portfolio, ranked #193.

Cascadia Advisory Services first reported a position in ESGE in Q2 2020 and has held it in 5 quarters since. The position peaked at $564K in Q2 2021. 478 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

Cascadia Advisory Services held 10,524 shares of iShares ESG Aware MSCI EM ETF worth $436K as of Q3 2021.
Cascadia Advisory Services sold 1,971 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $84.2K.
iShares ESG Aware MSCI EM ETF made up 0.09% of Cascadia Advisory Services's portfolio in Q3 2021, its #193 holding.
Cascadia Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 5 quarters since.
Cascadia Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $564K in Q2 2021.
478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.