HBC Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HBC Financial Services’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 Q4	–	Sell	-146	Closed	-$4K	–	167
2022 Q3	$4K	Sell	146 -1,148	-89%	-$35.8K	﹤0.01%	132
2022 Q2	$41K	Buy	+1,294	New	+$43.9K	0.03%	67

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBC Financial Services's ESGE Position: Q4 2022 in Review

HBC Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 146 shares — an estimated $4K sold.

HBC Financial Services first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $41K in Q2 2022. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

HBC Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
HBC Financial Services sold 146 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $4K.
HBC Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
HBC Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $41K in Q2 2022.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on HBC Financial Services's 13F filing for Q4 2022, filed 19 Jan 2023.