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D.A. Davidson & Co’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

D.A. Davidson & Co’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
2021
Q4 		– Sell
-7,910
Closed -$328K – 1280
2021
Q3 		$328K Buy
+7,910
New +$338K ﹤0.01% 978

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

D.A. Davidson & Co's ESGE Position: Q4 2021 in Review

D.A. Davidson & Co sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 7,910 shares — an estimated $328K sold.

D.A. Davidson & Co first reported a position in ESGE in Q3 2021 and held it in 1 quarter. The position peaked at $328K in Q3 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • D.A. Davidson & Co reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
  • D.A. Davidson & Co sold 7,910 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $328K.
  • D.A. Davidson & Co first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares ESG Aware MSCI EM ETF position peaked at $328K in Q3 2021.
  • 548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on D.A. Davidson & Co's 13F filing for Q4 2021, filed 31 Jan 2022.