Clear Creek Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Clear Creek Financial 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
2022 Q2	–	Sell	-9,150	Closed	-$336K	–	329
2022 Q1	$336K	Sell	9,150 -6,751	-42%	-$259K	0.05%	233
2021 Q4	$632K	Sell	15,901 -8,926	-36%	-$368K	0.1%	164
2021 Q3	$1.03M	Buy	24,827 +765	+3%	+$32.7K	0.17%	127
2021 Q2	$1.09M	Buy	+24,062	New	+$1.07M	0.17%	125
2021 Q1	–	Sell	-22,609	Closed	-$948K	–	106
2020 Q4	$948K	Buy	+22,609	New	+$881K	0.18%	124
2020 Q3	–	Sell	-19,447	Closed	-$623K	–	130
2020 Q2	$623K	Buy	+19,447	New	+$584K	0.16%	96

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Creek Financial Management's ESGE Position: Q2 2022 in Review

Clear Creek Financial Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 9,150 shares — an estimated $336K sold.

Clear Creek Financial Management first reported a position in ESGE in Q2 2020 and held it in 6 quarters. The position peaked at $1.09M in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Clear Creek Financial Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 9,150 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $336K.
Clear Creek Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 6 quarters.
Clear Creek Financial Management's iShares ESG Aware MSCI EM ETF position peaked at $1.09M in Q2 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.