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CPWM LLC’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

CPWM LLC’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
Q3 		$324K Hold
11,705
– – 0.03% 244
2022
Q2 		$378K Buy
11,705
+99
+0.9% +$3.36K 0.03% 269
2022
Q1 		$426K Buy
+11,606
New +$446K 0.03% 229

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

CPWM LLC's ESGE Position: Q3 2022 in Review

CPWM LLC held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q3 2022 at 11,705 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #244.

CPWM LLC first reported a position in ESGE in Q1 2022 and has held it in 3 quarters since. The position peaked at $426K in Q1 2022. 532 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • CPWM LLC held 11,705 shares of iShares ESG Aware MSCI EM ETF worth $324K as of Q3 2022.
  • CPWM LLC left its iShares ESG Aware MSCI EM ETF share count unchanged in Q3 2022.
  • iShares ESG Aware MSCI EM ETF made up 0.03% of CPWM LLC's portfolio in Q3 2022, its #244 holding.
  • CPWM LLC first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and has held it in 3 quarters since.
  • CPWM LLC's iShares ESG Aware MSCI EM ETF position peaked at $426K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on CPWM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.