First Heartland Consultants’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

First Heartland Consultants’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 Q1	–	Sell	-6,415	Closed	-$254	–	363
2021 Q4	$254	Sell	6,415 -1,870	-23%	-$77.1K	0.01%	312
2021 Q3	$343K	Sell	8,285 -4,190	-34%	-$179K	0.05%	254
2021 Q2	$563K	Buy	12,475 +1,869	+18%	+$82.8K	0.09%	192
2021 Q1	$459K	Sell	10,606 -90	-0.8%	-$4K	0.07%	216
2020 Q4	$449K	Buy	10,696 +3,284	+44%	+$128K	0.07%	180
2020 Q3	$264K	Sell	7,412 -438	-6%	-$15.5K	0.05%	230
2020 Q2	$252K	Buy	+7,850	New	+$236K	0.05%	234

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

First Heartland Consultants's ESGE Position: Q1 2022 in Review

First Heartland Consultants sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 6,415 shares — an estimated $254 sold.

First Heartland Consultants first reported a position in ESGE in Q2 2020 and held it in 7 quarters. The position peaked at $563K in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

First Heartland Consultants reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 6,415 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $254.
First Heartland Consultants first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 7 quarters.
First Heartland Consultants's iShares ESG Aware MSCI EM ETF position peaked at $563K in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.