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Francis Financial’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Francis Financial’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
Q3 		– Sell
-26,548
Closed -$845K – 38
2022
Q2 		$845K Buy
+26,548
New +$900K 0.75% 11

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Francis Financial's ESGE Position: Q3 2022 in Review

Francis Financial sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 26,548 shares — an estimated $845K sold.

Francis Financial first reported a position in ESGE in Q2 2022 and held it in 1 quarter. The position peaked at $845K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Francis Financial reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Francis Financial sold 26,548 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $845K.
  • Francis Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 1 quarter.
  • Francis Financial's iShares ESG Aware MSCI EM ETF position peaked at $845K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Francis Financial's 13F filing for Q3 2022, filed 13 Oct 2022.