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

Heritage 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
Q3 		– Sell
-3,224
Closed -$104K – 192
2022
Q2 		$104K Buy
+3,224
New +$109K 0.06% 111

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Heritage Financial Services's ESGE Position: Q3 2022 in Review

Heritage Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 3,224 shares — an estimated $104K sold.

Heritage Financial Services first reported a position in ESGE in Q2 2022 and held it in 1 quarter. The position peaked at $104K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Heritage Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 3,224 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $104K.
  • Heritage Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $104K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.