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

Fortis Capital 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
Q2 		– Sell
-1,070
Closed -$33.7K – 268
2023
Q1 		$33.7K Hold
1,070
– – 0.02% 342
2022
Q4 		$32.2K Buy
+1,070
New +$31.4K 0.02% 350

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fortis Capital Advisors's ESGE Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 1,070 shares — an estimated $33.7K sold.

Fortis Capital Advisors first reported a position in ESGE in Q4 2022 and held it in 2 quarters. The position peaked at $33.7K in Q1 2023. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 1,070 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $33.7K.
  • Fortis Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $33.7K in Q1 2023.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.