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Edge Capital Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Edge Capital 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
Q3 		– Sell
-7,254
Closed -$234K – 356
2022
Q2 		$234K Buy
+7,254
New +$246K 0.02% 257

Other funds holding ESGE

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Jane Street
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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

Edge Capital Group's ESGE Position: Q3 2022 in Review

Edge Capital Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 7,254 shares — an estimated $234K sold.

Edge Capital Group first reported a position in ESGE in Q2 2022 and held it in 1 quarter. The position peaked at $234K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Edge Capital Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Edge Capital Group sold 7,254 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $234K.
  • Edge Capital Group first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 1 quarter.
  • Edge Capital Group's iShares ESG Aware MSCI EM ETF position peaked at $234K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.