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Heck Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heck Capital 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
Q4 		– Sell
-5,888
Closed -$163K – 140
2022
Q3 		$163K Buy
5,888
+117
+2% +$3.65K 0.03% 118
2022
Q2 		$186K Sell
5,771
-674
-10% -$22.9K 0.04% 117
2022
Q1 		$237K Sell
6,445
-360
-5% -$13.8K 0.04% 111
2021
Q4 		$270K Buy
6,805
+298
+5% +$12.3K 0.05% 103
2021
Q3 		$270K Buy
6,507
+164
+3% +$7.01K 0.05% 106
2021
Q2 		$286K Buy
6,343
+1,632
+35% +$72.3K 0.06% 103
2021
Q1 		$204K Buy
4,711
+1,530
+48% +$68K 0.05% 103
2020
Q4 		$134K Buy
3,181
+1,433
+82% +$55.9K 0.03% 96
2020
Q3 		$62.2K Buy
1,748
+28
+2% +$992 0.02% 95
2020
Q2 		$55.2K Buy
1,720
+94
+6% +$2.82K 0.01% 102
2020
Q1 		$44.5K Sell
1,626
-200
-11% -$6.6K 0.01% 92
2019
Q4 		$65.6K Buy
1,826
+106
+6% +$3.63K 0.02% 96
2019
Q3 		$56K Sell
1,720
-1,347
-44% -$44.3K 0.02% 98
2019
Q2 		$104K Buy
3,067
+180
+6% +$6.08K 0.03% 93
2019
Q1 		$98.3K Buy
2,887
+250
+9% +$8.32K 0.03% 90
2018
Q4 		$80.9K Buy
2,637
+609
+30% +$19.1K 0.03% 91
2018
Q3 		$67.7K Hold
2,028
– – 0.02% 94
2018
Q2 		$68.2K Buy
2,028
+888
+78% +$32K 0.02% 95
2018
Q1 		$43.2K Buy
1,140
+672
+144% +$25.9K 0.02% 85
2017
Q4 		$17.3K Buy
468
+340
+266% +$12.2K 0.01% 84
2017
Q3 		$4.45K Buy
+128
New +$4.37K ﹤0.01% 84

Other funds holding ESGE

Bank of America
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heck Capital Advisors's ESGE Position: Q4 2022 in Review

Heck Capital Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 5,888 shares — an estimated $163K sold.

Heck Capital Advisors first reported a position in ESGE in Q3 2017 and held it in 21 quarters. The position peaked at $286K in Q2 2021. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Heck Capital Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Heck Capital Advisors sold 5,888 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $163K.
  • Heck Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2017 and held it in 21 quarters.
  • Heck Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $286K in Q2 2021.
  • 520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Heck Capital Advisors's 13F filing for Q4 2022, filed 19 May 2025.