Compton Wealth Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Compton Wealth Advisory 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
2022 Q2	–	Sell	-12,901	Closed	-$474K	–	108
2022 Q1	$474K	Hold	12,901	–	–	0.18%	83
2021 Q4	$513K	Buy	12,901 +272	+2%	+$11.2K	0.22%	63
2021 Q3	$523K	Buy	12,629 +3,830	+44%	+$164K	0.25%	61
2021 Q2	$397K	Buy	8,799 +1,869	+27%	+$82.8K	0.19%	64
2021 Q1	$300K	Buy	+6,930	New	+$308K	0.17%	66

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

Compton Wealth Advisory Group's ESGE Position: Q2 2022 in Review

Compton Wealth Advisory Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 12,901 shares — an estimated $474K sold.

Compton Wealth Advisory Group first reported a position in ESGE in Q1 2021 and held it in 5 quarters. The position peaked at $523K in Q3 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Compton Wealth Advisory Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Compton Wealth Advisory Group sold 12,901 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $474K.
Compton Wealth Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 5 quarters.
Compton Wealth Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $523K in Q3 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2022, filed 29 Jul 2022.