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Crumly & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Crumly & Associates’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
-130,305
Closed -$4.79M – 112
2022
Q1 		$4.79M Buy
130,305
+12,620
+11% +$485K 1.79% 18
2021
Q4 		$4.67M Sell
117,685
-50,900
-30% -$2.1M 1.84% 19
2021
Q3 		$6.99M Sell
168,585
-8,291
-5% -$354K 3.25% 12
2021
Q2 		$7.99M Buy
176,876
+28,290
+19% +$1.25M 3.87% 6
2021
Q1 		$6.43M Buy
148,586
+11,676
+9% +$519K 3.76% 7
2020
Q4 		$6.23M Buy
+136,910
New +$5.34M 4.37% 8

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Crumly & Associates's ESGE Position: Q2 2022 in Review

Crumly & Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 130,305 shares — an estimated $4.79M sold.

Crumly & Associates first reported a position in ESGE in Q4 2020 and held it in 6 quarters. The position peaked at $7.99M in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • Crumly & Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • Crumly & Associates sold 130,305 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $4.79M.
  • Crumly & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 6 quarters.
  • Crumly & Associates's iShares ESG Aware MSCI EM ETF position peaked at $7.99M in Q2 2021.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Crumly & Associates's 13F filing for Q2 2022, filed 1 Aug 2022.