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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearview Wealth Advisors's ESGE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 265 shares — an estimated $8.37K sold.

Clearview Wealth Advisors first reported a position in ESGE in Q4 2020 and held it in 11 quarters. The position peaked at $322K in Q1 2021. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 265 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $8.37K.
  • Clearview Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $322K in Q1 2021.
  • 492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.