HWA
ESGE icon

Heritage Way Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Way 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
2021
Q3 		– Sell
-5,714
Closed -$258K – 69
2021
Q2 		$258K Buy
+5,714
New +$253K 0.11% 68

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Heritage Way Advisors's ESGE Position: Q3 2021 in Review

Heritage Way Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 5,714 shares — an estimated $258K sold.

Heritage Way Advisors first reported a position in ESGE in Q2 2021 and held it in 1 quarter. The position peaked at $258K in Q2 2021. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

  • Heritage Way Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
  • Heritage Way Advisors sold 5,714 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $258K.
  • Heritage Way Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 1 quarter.
  • Heritage Way Advisors's iShares ESG Aware MSCI EM ETF position peaked at $258K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Heritage Way Advisors's 13F filing for Q3 2021, filed 15 Oct 2021.