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

Fulcrum Capital’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
Q1 		– Sell
-28,183
Closed -$847K – 120
2022
Q4 		$847K Sell
28,183
-176,771
-86% -$5.18M 0.24% 55
2022
Q3 		$5.67M Buy
+204,954
New +$6.39M 1.68% 26

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 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fulcrum Capital's ESGE Position: Q1 2023 in Review

Fulcrum Capital sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 28,183 shares — an estimated $847K sold.

Fulcrum Capital first reported a position in ESGE in Q3 2022 and held it in 2 quarters. The position peaked at $5.67M in Q3 2022. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Fulcrum Capital reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Fulcrum Capital sold 28,183 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $847K.
  • Fulcrum Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 2 quarters.
  • Fulcrum Capital's iShares ESG Aware MSCI EM ETF position peaked at $5.67M in Q3 2022.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Fulcrum Capital's 13F filing for Q1 2023, filed 11 May 2023.