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CWA
Clearview Wealth Advisors’s
iShares ESG Aware MSCI EM ETF
ESGE
Stock Holding History
Clearview Wealth Advisors’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
-265
Closed
-$8.37K
–
271
2023
Q2
$8.37K
Sell
265
-178
-40%
-$5.58K
0.01%
385
2023
Q1
$13.9K
Sell
443
-217
-33%
-$6.88K
0.01%
319
2022
Q4
$19.9K
Sell
660
-3,501
-84%
-$103K
0.02%
246
2022
Q3
$115K
Buy
4,161
+305
+8%
+$9.51K
0.09%
102
2022
Q2
$125K
Buy
3,856
+812
+27%
+$27.5K
0.09%
105
2022
Q1
$112K
Buy
3,044
+230
+8%
+$8.83K
0.07%
131
2021
Q4
$112K
Buy
2,814
+77
+3%
+$3.17K
0.07%
144
2021
Q3
$113K
Sell
2,737
-284
-9%
-$12.1K
0.07%
147
2021
Q2
$136K
Sell
3,021
-4,409
-59%
-$195K
0.08%
135
2021
Q1
$322K
Buy
7,430
+19
+0.3%
+$845
0.21%
92
2020
Q4
$311K
Buy
+7,411
New
+$289K
0.21%
86
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
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
TIAA Trust, National Association
Charlotte, North Carolina
$1.65B AUM
16.63%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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