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

CFS Investment 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
2023 Q1	–	Sell	-9,310	Closed	-$280K	–	142
2022 Q4	$280K	Sell	9,310 -10,775	-54%	-$316K	0.06%	103
2022 Q3	$556K	Buy	20,085 +406	+2%	+$12.7K	0.14%	75
2022 Q2	$636K	Buy	+19,679	New	+$667K	0.1%	149
2021 Q4	$662K	Buy	16,547 +902	+6%	+$37.2K	0.09%	153
2021 Q3	$648K	Buy	+15,645	New	+$669K	0.09%	147
2020 Q4	$1.71M	Buy	+40,748	New	+$1.59M	0.27%	98

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFS Investment Advisory Services's ESGE Position: Q1 2023 in Review

CFS Investment Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 9,310 shares — an estimated $280K sold.

CFS Investment Advisory Services first reported a position in ESGE in Q4 2020 and held it in 6 quarters. The position peaked at $1.71M in Q4 2020. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

CFS Investment Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
CFS Investment Advisory Services sold 9,310 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $280K.
CFS Investment Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 6 quarters.
CFS Investment Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $1.71M in Q4 2020.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on CFS Investment Advisory Services's 13F filing for Q1 2023, filed 5 May 2023.