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FormulaFolio Investments’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

FormulaFolio Investments’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 		$8K Hold
180
– – ﹤0.01% 290
2021
Q1 		$8K Sell
180
-164,338
-100% -$7.31M ﹤0.01% 298
2020
Q4 		$6.91M Buy
+164,518
New +$6.41M 0.14% 119

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

FormulaFolio Investments's ESGE Position: Q2 2021 in Review

FormulaFolio Investments held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2021 at 180 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

FormulaFolio Investments first reported a position in ESGE in Q4 2020 and has held it in 3 quarters since. The position peaked at $6.91M in Q4 2020. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • FormulaFolio Investments held 180 shares of iShares ESG Aware MSCI EM ETF worth $8K as of Q2 2021.
  • FormulaFolio Investments left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2021.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #290 holding.
  • FormulaFolio Investments first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's iShares ESG Aware MSCI EM ETF position peaked at $6.91M in Q4 2020.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.