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Catalyst Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-2
Closed – – 124
2020
Q3 		$0 Buy
+2
New +$71 ﹤0.01% 298

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Catalyst Private Wealth's ESGE Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2020, closing a stake of 2 shares.

Catalyst Private Wealth first reported a position in ESGE in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 407 funds tracked by Wall St. Rank hold ESGE as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 2 iShares ESG Aware MSCI EM ETF shares in Q4 2020.
  • Catalyst Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $0 in Q3 2020.
  • 407 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.