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

Foundations Investment 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
2022 Q4	–	Sell	-24,578	Closed	-$680K	–	449
2022 Q3	$680K	Sell	24,578 -2,919	-11%	-$91.1K	0.03%	205
2022 Q2	$870K	Sell	27,497 -111,057	-80%	-$3.77M	0.04%	168
2022 Q1	$4.96M	Buy	138,554 +46,235	+50%	+$1.78M	0.19%	46
2021 Q4	$3.82M	Sell	92,319 -9,700	-10%	-$400K	0.14%	59
2021 Q3	$4.18M	Sell	102,019 -21,649	-18%	-$925K	0.18%	48
2021 Q2	$5.42M	Buy	123,668 +44,765	+57%	+$1.98M	0.26%	40
2021 Q1	$3.43M	Buy	78,903 +50,677	+180%	+$2.25M	0.2%	41
2020 Q4	$1.25M	Buy	28,226 +20,464	+264%	+$798K	0.08%	68
2020 Q3	$276K	Buy	+7,762	New	+$275K	0.06%	139

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's ESGE Position: Q4 2022 in Review

Foundations Investment Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 24,578 shares — an estimated $680K sold.

Foundations Investment Advisors first reported a position in ESGE in Q3 2020 and held it in 9 quarters. The position peaked at $5.42M in Q2 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Foundations Investment Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Foundations Investment Advisors sold 24,578 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $680K.
Foundations Investment Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 9 quarters.
Foundations Investment Advisors's iShares ESG Aware MSCI EM ETF position peaked at $5.42M in Q2 2021.
517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Foundations Investment Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.