Heritage Wealth Management (Arizona)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Heritage Wealth Management (Arizona)’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	$5.39M	Buy	179,098 +92,069	+106%	+$2.7M	0.77%	23
2022 Q3	$2.41M	Buy	87,029 +4,517	+5%	+$141K	0.77%	21
2022 Q2	$2.67M	Buy	82,512 +103	+0.1%	+$3.49K	0.89%	17
2022 Q1	$3.03M	Buy	+82,409	New	+$3.16M	0.82%	20
2021 Q3	$3.34M	Buy	80,649 +1,884	+2%	+$80.5K	1.19%	14
2021 Q2	$3.56M	Buy	78,765 +13,429	+21%	+$595K	1.35%	13
2021 Q1	$2.83M	Buy	+65,336	New	+$2.91M	1.59%	9

Other funds holding ESGE

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ESGE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 106% in Q4 2022, buying an estimated $2.7M and bringing the position to 179,098 shares worth $5.39M. The position accounts for 0.77% of the portfolio, ranked #23.

Heritage Wealth Management (Arizona) first reported a position in ESGE in Q1 2021 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Heritage Wealth Management (Arizona) held 179,098 shares of iShares ESG Aware MSCI EM ETF worth $5.39M as of Q4 2022.
Heritage Wealth Management (Arizona) bought 92,069 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $2.7M.
iShares ESG Aware MSCI EM ETF made up 0.77% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #23 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 7 quarters since.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.