Elm Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,345
Closed -$140K 146
2020
Q4
$140K Buy
+3,345
New +$130K 0.09% 97
2018
Q4
Sell
-1,460
Closed -$49K 138
2018
Q3
$49K Buy
+1,460
New +$49.1K 0.03% 169

Other funds holding ESGE

Elm Advisors's ESGE Position: Q1 2021 in Review

Elm Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2021, closing a stake of 3,345 shares — an estimated $140K sold.

Elm Advisors first reported a position in ESGE in Q3 2018 and held it in 2 quarters. The position peaked at $140K in Q4 2020. 452 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

  • Elm Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 3,345 iShares ESG Aware MSCI EM ETF shares in Q1 2021, an estimated $140K.
  • Elm Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares ESG Aware MSCI EM ETF position peaked at $140K in Q4 2020.
  • 452 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.