Consilio Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Consilio 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
2022 Q4	–	Sell	-21,798	Closed	-$603K	–	49
2022 Q3	$603K	Sell	21,798 -187	-0.9%	-$5.83K	0.47%	30
2022 Q2	$710K	Hold	21,985	–	–	0.58%	25
2022 Q1	$808K	Sell	21,985 -21,480	-49%	-$825K	0.64%	26
2021 Q4	$1.74M	Buy	+43,465	New	+$1.79M	1.35%	18

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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 $432B AUM 30.22% 1-Year Est. Return

Consilio Wealth Advisors's ESGE Position: Q4 2022 in Review

Consilio Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 21,798 shares — an estimated $603K sold.

Consilio Wealth Advisors first reported a position in ESGE in Q4 2021 and held it in 4 quarters. The position peaked at $1.74M in Q4 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Consilio Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Consilio Wealth Advisors sold 21,798 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $603K.
Consilio Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 4 quarters.
Consilio Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.74M in Q4 2021.
517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Consilio Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.