GoalVest Advisory’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

GoalVest Advisory’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	-396	Closed	-$13K	–	271
2022 Q2	$13K	Sell	396 -73,068	-99%	-$2.48M	0.01%	241
2022 Q1	$2.7M	Buy	+73,464	New	+$2.82M	1.52%	17
2021 Q2	$18K	Buy	+401	New	+$17.8K	0.01%	179

Other funds holding ESGE

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GoalVest Advisory's ESGE Position: Q3 2022 in Review

GoalVest Advisory sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 396 shares — an estimated $13K sold.

GoalVest Advisory first reported a position in ESGE in Q2 2021 and held it in 3 quarters. The position peaked at $2.7M in Q1 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

GoalVest Advisory reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
GoalVest Advisory sold 396 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $13K.
GoalVest Advisory first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 3 quarters.
GoalVest Advisory's iShares ESG Aware MSCI EM ETF position peaked at $2.7M in Q1 2022.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on GoalVest Advisory's 13F filing for Q3 2022, filed 11 Oct 2022.