Clear Perspectives Financial Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Clear Perspectives Financial Planning’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	-997	Closed	-$37K	–	217
2022 Q1	$37K	Hold	997	–	–	0.01%	107
2021 Q4	$40K	Sell	997 -2,225	-69%	-$91.7K	0.02%	114
2021 Q3	$134K	Sell	3,222 -606	-16%	-$25.9K	0.06%	68
2021 Q2	$173K	Buy	3,828 +1,603	+72%	+$71K	0.08%	62
2021 Q1	$96K	Buy	2,225 +225	+11%	+$10K	0.06%	67
2020 Q4	$84K	Buy	+2,000	New	+$78K	0.05%	70

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 Perspectives Financial Planning's ESGE Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 997 shares — an estimated $37K sold.

Clear Perspectives Financial Planning first reported a position in ESGE in Q4 2020 and held it in 6 quarters. The position peaked at $173K in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 997 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $37K.
Clear Perspectives Financial Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's iShares ESG Aware MSCI EM ETF position peaked at $173K in Q2 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.