Chesley Taft & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Chesley Taft & Associates’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 Q2	–	Sell	-5,685	Closed	-$204K	–	292
2022 Q1	$204K	Sell	5,685 -1,000	-15%	-$38.4K	0.01%	291
2021 Q4	$266K	Hold	6,685	–	–	0.01%	278
2021 Q3	$277K	Hold	6,685	–	–	0.02%	276
2021 Q2	$302K	Sell	6,685 -500	-7%	-$22.1K	0.02%	271
2021 Q1	$316K	Sell	7,185 -75	-1%	-$3.33K	0.02%	261
2020 Q4	$305K	Hold	7,260	–	–	0.02%	251
2020 Q3	$259K	Hold	7,260	–	–	0.02%	244
2020 Q2	$233K	Sell	7,260 -400	-5%	-$12K	0.02%	241
2020 Q1	$210K	Hold	7,660	–	–	0.02%	242
2019 Q4	$275K	Hold	7,660	–	–	0.02%	248
2019 Q3	$249K	Hold	7,660	–	–	0.02%	246
2019 Q2	$260K	Hold	7,660	–	–	0.02%	231
2019 Q1	$261K	Buy	+7,660	New	+$255K	0.02%	237
2018 Q4	–	Sell	-6,500	Closed	-$217K	–	263
2018 Q3	$217K	Buy	+6,500	New	+$219K	0.02%	270

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 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCA

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Chesley Taft & Associates's ESGE Position: Q2 2022 in Review

Chesley Taft & Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 5,685 shares — an estimated $204K sold.

Chesley Taft & Associates first reported a position in ESGE in Q3 2018 and held it in 14 quarters. The position peaked at $316K in Q1 2021. 558 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Chesley Taft & Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Chesley Taft & Associates sold 5,685 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $204K.
Chesley Taft & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 14 quarters.
Chesley Taft & Associates's iShares ESG Aware MSCI EM ETF position peaked at $316K in Q1 2021.
558 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Chesley Taft & Associates's 13F filing for Q2 2022, filed 7 Jul 2022.