Graves Light Lenhart Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Graves Light Lenhart Wealth’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	-5,394	Closed	-$174K	–	299
2022 Q2	$174K	Sell	5,394 -2,218	-29%	-$75.2K	0.03%	179
2022 Q1	$280K	Hold	7,612	–	–	0.04%	154
2021 Q4	$303K	Hold	7,612	–	–	0.04%	148
2021 Q3	$315K	Hold	7,612	–	–	0.05%	135
2021 Q2	$344K	Buy	7,612 +567	+8%	+$25.1K	0.06%	130
2021 Q1	$305K	Buy	7,045 +1,668	+31%	+$74.2K	0.05%	139
2020 Q4	$226K	Buy	+5,377	New	+$210K	0.04%	159

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

Graves Light Lenhart Wealth's ESGE Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 5,394 shares — an estimated $174K sold.

Graves Light Lenhart Wealth first reported a position in ESGE in Q4 2020 and held it in 7 quarters. The position peaked at $344K in Q2 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 5,394 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $174K.
Graves Light Lenhart Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares ESG Aware MSCI EM ETF position peaked at $344K in Q2 2021.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.