IWA
ESGE icon

Icon Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Icon Wealth 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
2022
Q4 		$1.81M Sell
60,338
-33,362
-36% -$978K 0.21% 102
2022
Q3 		$2.59M Buy
+93,700
New +$2.92M 0.31% 77

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Icon Wealth Advisors's ESGE Position: Q4 2022 in Review

Icon Wealth Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 36% in Q4 2022, selling an estimated $978K and leaving 60,338 shares worth $1.81M. The position accounts for 0.21% of the portfolio, ranked #102.

Icon Wealth Advisors first reported a position in ESGE in Q3 2022 and has held it in 2 quarters since. The position peaked at $2.59M in Q3 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Icon Wealth Advisors held 60,338 shares of iShares ESG Aware MSCI EM ETF worth $1.81M as of Q4 2022.
  • Icon Wealth Advisors sold 33,362 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $978K.
  • iShares ESG Aware MSCI EM ETF made up 0.21% of Icon Wealth Advisors's portfolio in Q4 2022, its #102 holding.
  • Icon Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $2.59M in Q3 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.