HC Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

HC Financial Advisors’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 Q2	$87K	Buy	2,684 +24	+0.9%	+$814	0.06%	104
2022 Q1	$98K	Buy	2,660 +1,165	+78%	+$44.7K	0.06%	102
2021 Q4	$59K	Buy	1,495 +29	+2%	+$1.2K	0.03%	128
2021 Q3	$61K	Hold	1,466	–	–	0.04%	123
2021 Q2	$66K	Hold	1,466	–	–	0.04%	117
2021 Q1	$63K	Buy	1,466 +40	+3%	+$1.78K	0.04%	121
2020 Q4	$60K	Hold	1,426	–	–	0.04%	125
2020 Q3	$51K	Hold	1,426	–	–	0.04%	119
2020 Q2	$46K	Hold	1,426	–	–	0.04%	117
2020 Q1	$39K	Buy	+1,426	New	+$47.1K	0.03%	130

Other funds holding ESGE

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

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

Jane Street New York $777B AUM 61.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's ESGE Position: Q2 2022 in Review

HC Financial Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 0.9% in Q2 2022, buying an estimated $814 and bringing the position to 2,684 shares worth $87K. The position accounts for 0.06% of the portfolio, ranked #104.

HC Financial Advisors first reported a position in ESGE in Q1 2020 and has held it in 10 quarters since. The position peaked at $98K in Q1 2022. 557 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

HC Financial Advisors held 2,684 shares of iShares ESG Aware MSCI EM ETF worth $87K as of Q2 2022.
HC Financial Advisors bought 24 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $814.
iShares ESG Aware MSCI EM ETF made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #104 holding.
HC Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $98K in Q1 2022.
557 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.