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

Firethorn Wealth 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
2023 Q1	–	Sell	-6,754	Closed	-$203K	–	134
2022 Q4	$203K	Sell	6,754 -20,516	-75%	-$601K	0.17%	116
2022 Q3	$755K	Sell	27,270 -39	-0.1%	-$1.22K	0.7%	31
2022 Q2	$866K	Sell	27,309 -8,185	-23%	-$278K	0.7%	30
2022 Q1	$1.3M	Buy	35,494 +4,450	+14%	+$171K	0.99%	19
2021 Q4	$1.23M	Buy	+31,044	New	+$1.28M	0.92%	21
2021 Q2	$2.48M	Buy	55,046 +1,077	+2%	+$47.7K	2.08%	10
2021 Q1	$2.34M	Sell	53,969 -19,439	-26%	-$864K	2.18%	10
2020 Q4	$3.08M	Buy	+73,408	New	+$2.86M	3.33%	6

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Firethorn Wealth Partners's ESGE Position: Q1 2023 in Review

Firethorn Wealth Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 6,754 shares — an estimated $203K sold.

Firethorn Wealth Partners first reported a position in ESGE in Q4 2020 and held it in 8 quarters. The position peaked at $3.08M in Q4 2020. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

Firethorn Wealth Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
Firethorn Wealth Partners sold 6,754 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $203K.
Firethorn Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 8 quarters.
Firethorn Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $3.08M in Q4 2020.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Firethorn Wealth Partners's 13F filing for Q1 2023, filed 2 May 2023.