HawsGoodwin Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HawsGoodwin 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
2021 Q4	$15.2M	Sell	381,505 -3,006	-0.8%	-$124K	4.42%	5
2021 Q3	$15.9M	Sell	384,511 -875	-0.2%	-$37.4K	4.84%	4
2021 Q2	$17.4M	Sell	385,386 -44,307	-10%	-$1.96M	5.36%	3
2021 Q1	$18.6M	Buy	429,693 +7,485	+2%	+$333K	5.95%	3
2020 Q4	$17.7M	Buy	422,208 +30,864	+8%	+$1.2M	5.56%	5
2020 Q3	$13.9M	Buy	391,344 +13,119	+3%	+$465K	4.96%	5
2020 Q2	$12.1M	Buy	378,225 +249,223	+193%	+$7.49M	4.76%	6
2020 Q1	$3.53M	Buy	+129,002	New	+$4.26M	1.78%	16

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

HawsGoodwin Investment Management's ESGE Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.78% in Q4 2021, selling an estimated $124K and leaving 381,505 shares worth $15.2M. The position accounts for 4.42% of the portfolio, ranked #5.

HawsGoodwin Investment Management first reported a position in ESGE in Q1 2020 and has held it in 8 quarters since. The position peaked at $18.6M in Q1 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

HawsGoodwin Investment Management held 381,505 shares of iShares ESG Aware MSCI EM ETF worth $15.2M as of Q4 2021.
HawsGoodwin Investment Management sold 3,006 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $124K.
iShares ESG Aware MSCI EM ETF made up 4.42% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #5 holding.
HawsGoodwin Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 8 quarters since.
HawsGoodwin Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $18.6M in Q1 2021.
548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.