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Eudaimonia Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-335
Closed -$15K – 650
2021
Q1 		$15K Sell
335
-427
-56% -$19K ﹤0.01% 1048
2020
Q4 		$32K Sell
762
-856
-53% -$33.4K 0.01% 738
2020
Q3 		$58K Sell
1,618
-244
-13% -$8.64K 0.01% 522
2020
Q2 		$60K Buy
1,862
+16
+0.9% +$481 0.02% 453
2020
Q1 		$51K Buy
+1,846
New +$61K 0.02% 455

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Eudaimonia Partners's ESGE Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 335 shares — an estimated $15K sold.

Eudaimonia Partners first reported a position in ESGE in Q1 2020 and held it in 5 quarters. The position peaked at $60K in Q2 2020. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Eudaimonia Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 335 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $15K.
  • Eudaimonia Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 5 quarters.
  • Eudaimonia Partners's iShares ESG Aware MSCI EM ETF position peaked at $60K in Q2 2020.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.