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

FDx Advisors’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
2023 Q3	–	Sell	-10,231	Closed	-$324K	–	677
2023 Q2	$324K	Buy	10,231 +2,189	+27%	+$68.7K	0.02%	562
2023 Q1	$242K	Hold	8,042	–	–	0.01%	643
2022 Q4	$242K	Sell	8,042 -10,102	-56%	-$296K	0.01%	643
2022 Q3	$502K	Sell	18,144 -10,374	-36%	-$324K	0.02%	407
2022 Q2	$921K	Buy	28,518 +1,976	+7%	+$67K	0.03%	335
2022 Q1	$975K	Buy	26,542 +8,106	+44%	+$311K	0.03%	331
2021 Q4	$733K	Buy	18,436 +11,047	+150%	+$455K	0.02%	428
2021 Q3	$306K	Sell	7,389 -979	-12%	-$41.8K	0.01%	660
2021 Q2	$378K	Sell	8,368 -152	-2%	-$6.73K	0.01%	591
2021 Q1	$369K	Sell	8,520 -30,314	-78%	-$1.35M	0.01%	564
2020 Q4	$1.63M	Buy	+38,834	New	+$1.51M	0.07%	191

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDx Advisors's ESGE Position: Q3 2023 in Review

FDx Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2023, closing a stake of 10,231 shares — an estimated $324K sold.

FDx Advisors first reported a position in ESGE in Q4 2020 and held it in 11 quarters. The position peaked at $1.63M in Q4 2020. 492 funds tracked by Wall St. Rank hold ESGE as of Q3 2023.

FDx Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 10,231 iShares ESG Aware MSCI EM ETF shares in Q3 2023, an estimated $324K.
FDx Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 11 quarters.
FDx Advisors's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q4 2020.
492 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.