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Independent Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-6,330
Closed -$262K – 792
2021
Q3 		$262K Sell
6,330
-1,046
-14% -$44.7K 0.03% 570
2021
Q2 		$333K Buy
7,376
+325
+5% +$14.4K 0.04% 502
2021
Q1 		$305K Buy
+7,051
New +$314K 0.04% 460

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Independent Financial Group's ESGE Position: Q4 2021 in Review

Independent Financial Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 6,330 shares — an estimated $262K sold.

Independent Financial Group first reported a position in ESGE in Q1 2021 and held it in 3 quarters. The position peaked at $333K in Q2 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • Independent Financial Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 6,330 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $262K.
  • Independent Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $333K in Q2 2021.
  • 548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.