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Hefren-Tillotson’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Hefren-Tillotson’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
Q1 		$389K Buy
10,584
+1,218
+13% +$46.8K 0.07% 13
2021
Q4 		$372K Buy
9,366
+507
+6% +$20.9K 0.07% 13
2021
Q3 		$367K Sell
8,859
-19,777
-69% -$845K 0.08% 13
2021
Q2 		$1.19M Buy
28,636
+21,636
+309% +$958K 0.25% 12
2021
Q1 		$303K Buy
7,000
+3,184
+83% +$142K 0.07% 13
2020
Q4 		$160K Sell
3,816
-60
-2% -$2.34K 0.04% 12
2020
Q3 		$138K Sell
3,876
-476
-11% -$16.9K 0.05% 12
2020
Q2 		$140K Buy
4,352
+554
+15% +$16.6K 0.06% 12
2020
Q1 		$104K Buy
3,798
+362
+11% +$12K 0.04% 15
2019
Q4 		$123K Buy
3,436
+288
+9% +$9.87K 0.03% 14
2019
Q3 		$102K Sell
3,148
-49
-2% -$1.61K 0.03% 14
2019
Q2 		$109K Buy
3,197
+270
+9% +$9.12K 0.03% 14
2019
Q1 		$100K Buy
2,927
+201
+7% +$6.69K 0.03% 14
2018
Q4 		$84K Buy
2,726
+182
+7% +$5.72K 0.03% 14
2018
Q3 		$84K Buy
+2,544
New +$85.6K 0.06% 11

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Hefren-Tillotson's ESGE Position: Q1 2022 in Review

Hefren-Tillotson increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 13% in Q1 2022, buying an estimated $46.8K and bringing the position to 10,584 shares worth $389K. The position accounts for 0.07% of the portfolio, ranked #13.

Hefren-Tillotson first reported a position in ESGE in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.19M in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Hefren-Tillotson held 10,584 shares of iShares ESG Aware MSCI EM ETF worth $389K as of Q1 2022.
  • Hefren-Tillotson bought 1,218 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $46.8K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Hefren-Tillotson's portfolio in Q1 2022, its #13 holding.
  • Hefren-Tillotson first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2018 and has held it in 15 quarters since.
  • Hefren-Tillotson's iShares ESG Aware MSCI EM ETF position peaked at $1.19M in Q2 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Hefren-Tillotson's 13F filing for Q1 2022, filed 7 Apr 2022.