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Farmers & Merchants Investments Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-190
Closed -$5K – 1776
2022
Q3 		$5K Buy
+190
New +$5.93K ﹤0.01% 744
2022
Q2 		– Sell
-364
Closed -$13K – 958
2022
Q1 		$13K Buy
+364
New +$14K ﹤0.01% 658
2021
Q4 		– Sell
-820
Closed -$34K – 1012
2021
Q3 		$34K Buy
+820
New +$35K ﹤0.01% 462

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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

Farmers & Merchants Investments Inc's ESGE Position: Q4 2022 in Review

Farmers & Merchants Investments Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 190 shares — an estimated $5K sold.

Farmers & Merchants Investments Inc first reported a position in ESGE in Q3 2021 and held it in 3 quarters. The position peaked at $34K in Q3 2021. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Farmers & Merchants Investments Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 190 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $5K.
  • Farmers & Merchants Investments Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 3 quarters.
  • Farmers & Merchants Investments Inc's iShares ESG Aware MSCI EM ETF position peaked at $34K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2022, filed 2 Feb 2023.