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Homrich & Berg’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Homrich & Berg’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 		$612K Buy
14,769
+500
+4% +$21.4K 0.01% 274
2021
Q2 		$644K Buy
14,269
+614
+4% +$27.2K 0.02% 268
2021
Q1 		$591K Buy
13,655
+906
+7% +$40.3K 0.02% 261
2020
Q4 		$535K Buy
12,749
+3,228
+34% +$126K 0.02% 265
2020
Q3 		$339K Buy
9,521
+1,434
+18% +$50.8K 0.01% 255
2020
Q2 		$259K Buy
+8,087
New +$243K 0.01% 268

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Homrich & Berg's ESGE Position: Q3 2021 in Review

Homrich & Berg increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.5% in Q3 2021, buying an estimated $21.4K and bringing the position to 14,769 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #274.

Homrich & Berg first reported a position in ESGE in Q2 2020 and has held it in 6 quarters since. The position peaked at $644K in Q2 2021. 478 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

  • Homrich & Berg held 14,769 shares of iShares ESG Aware MSCI EM ETF worth $612K as of Q3 2021.
  • Homrich & Berg bought 500 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $21.4K.
  • iShares ESG Aware MSCI EM ETF made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #274 holding.
  • Homrich & Berg first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 6 quarters since.
  • Homrich & Berg's iShares ESG Aware MSCI EM ETF position peaked at $644K in Q2 2021.
  • 478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.