Chicago Partners Investment Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Chicago Partners Investment Group’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 Q3	–	Sell	-6,856	Closed	-$222K	–	675
2023 Q2	$222K	Buy	6,856 +287	+4%	+$9K	0.01%	606
2023 Q1	$203K	Hold	6,569	–	–	0.01%	613
2022 Q4	$213K	Sell	6,569 -916	-12%	-$26.8K	0.01%	569
2022 Q3	$216K	Hold	7,485	–	–	0.02%	517
2022 Q2	$240K	Hold	7,485	–	–	0.02%	493
2022 Q1	$244K	Buy	7,485 +845	+13%	+$32.4K	0.02%	461
2021 Q4	$262K	Buy	6,640 +422	+7%	+$17.4K	0.02%	460
2021 Q3	$265K	Buy	+6,218	New	+$266K	0.02%	470

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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

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

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

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

Chicago Partners Investment Group's ESGE Position: Q3 2023 in Review

Chicago Partners Investment Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 6,856 shares — an estimated $222K sold.

Chicago Partners Investment Group first reported a position in ESGE in Q3 2021 and held it in 8 quarters. The position peaked at $265K in Q3 2021. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

Chicago Partners Investment Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
Chicago Partners Investment Group sold 6,856 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $222K.
Chicago Partners Investment Group first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 8 quarters.
Chicago Partners Investment Group's iShares ESG Aware MSCI EM ETF position peaked at $265K in Q3 2021.
492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Chicago Partners Investment Group's 13F filing for Q3 2023, filed 26 Oct 2023.