Congress Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
Other funds holding ESGE
PCA
TF
Congress Wealth Management's ESGE Position: Q2 2022 in Review
Congress Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 8,167 shares — an estimated $300K sold.
Congress Wealth Management first reported a position in ESGE in Q4 2021 and held it in 2 quarters. The position peaked at $302K in Q4 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.
- Congress Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
- Congress Wealth Management sold 8,167 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $300K.
- Congress Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 2 quarters.
- Congress Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $302K in Q4 2021.
- 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.
Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.