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Castle Rock Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Castle Rock Wealth Management’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
Q1 		– Sell
-6,147
Closed -$280K – 250
2020
Q4 		$280K Buy
+6,147
New +$240K 0.12% 201

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Castle Rock Wealth Management's ESGE Position: Q1 2021 in Review

Castle Rock Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021, closing a stake of 6,147 shares — an estimated $280K sold.

Castle Rock Wealth Management first reported a position in ESGE in Q4 2020 and held it in 1 quarter. The position peaked at $280K in Q4 2020. 451 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

  • Castle Rock Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2021 after selling out during the quarter.
  • Castle Rock Wealth Management sold 6,147 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $280K.
  • Castle Rock Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 1 quarter.
  • Castle Rock Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $280K in Q4 2020.
  • 451 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Castle Rock Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.