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Gerber Kawasaki Wealth & Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
Q1 		– Sell
-7,871
Closed -$273K – 263
2021
Q4 		$273K Buy
7,871
+7,870
+787,000% +$324K 0.02% 224
2021
Q3 		$1K Buy
+1
New +$43 ﹤0.01% 968

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ESGE Position: Q1 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 7,871 shares — an estimated $273K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ESGE in Q3 2021 and held it in 2 quarters. The position peaked at $273K in Q4 2021. 568 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7,871 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $273K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $273K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2022, filed 12 May 2022.