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Dorsey & Whitney Trust’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Dorsey & Whitney Trust’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 		– Sell
-16,245
Closed -$525K – 548
2022
Q2 		$525K Buy
16,245
+239
+1% +$8.1K 0.05% 278
2022
Q1 		$588K Buy
16,006
+626
+4% +$24K 0.05% 275
2021
Q4 		$611K Hold
15,380
– – 0.05% 265
2021
Q3 		$637K Hold
15,380
– – 0.06% 252
2021
Q2 		$694K Hold
15,380
– – 0.07% 234
2021
Q1 		$666K Buy
15,380
+3,300
+27% +$147K 0.07% 235
2020
Q4 		$507K Buy
12,080
+700
+6% +$27.3K 0.06% 243
2020
Q3 		$406K Buy
+11,380
New +$403K 0.05% 248

Other funds holding ESGE

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dorsey & Whitney Trust's ESGE Position: Q3 2022 in Review

Dorsey & Whitney Trust sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 16,245 shares — an estimated $525K sold.

Dorsey & Whitney Trust first reported a position in ESGE in Q3 2020 and held it in 8 quarters. The position peaked at $694K in Q2 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Dorsey & Whitney Trust reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 16,245 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $525K.
  • Dorsey & Whitney Trust first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 8 quarters.
  • Dorsey & Whitney Trust's iShares ESG Aware MSCI EM ETF position peaked at $694K in Q2 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Dorsey & Whitney Trust's 13F filing for Q3 2022, filed 14 Nov 2022.