Cooper Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Cooper Financial 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	-9,430	Closed	-$346K	–	257
2022 Q1	$346K	Buy	9,430 +4	+0%	+$154	0.13%	150
2021 Q4	$375K	Sell	9,426 -11,244	-54%	-$464K	0.14%	150
2021 Q3	$857K	Sell	20,670 -3,174	-13%	-$136K	0.18%	88
2021 Q2	$1.08M	Buy	23,844 +654	+3%	+$29K	0.22%	62
2021 Q1	$1M	Buy	23,190 +1,195	+5%	+$53.1K	0.23%	64
2020 Q4	$923K	Buy	21,995 +14,987	+214%	+$584K	0.19%	95
2020 Q3	$250K	Buy	7,008 +736	+12%	+$26.1K	0.07%	169
2020 Q2	$201K	Sell	6,272 -202,545	-97%	-$6.08M	0.07%	181
2020 Q1	$5.71M	Buy	+208,817	New	+$6.9M	2.38%	10

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cooper Financial Group's ESGE Position: Q2 2022 in Review

Cooper Financial Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 9,430 shares — an estimated $346K sold.

Cooper Financial Group first reported a position in ESGE in Q1 2020 and held it in 9 quarters. The position peaked at $5.71M in Q1 2020. 557 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Cooper Financial Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Cooper Financial Group sold 9,430 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $346K.
Cooper Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 9 quarters.
Cooper Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $5.71M in Q1 2020.
557 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Cooper Financial Group's 13F filing for Q2 2022, filed 11 Jul 2022.