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Insight Wealth Strategies’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Insight Wealth Strategies’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
-13,226
Closed -$548K – 162
2021
Q3 		$548K Sell
13,226
-721
-5% -$30.8K 0.08% 139
2021
Q2 		$630K Sell
13,947
-26,895
-66% -$1.19M 0.09% 132
2021
Q1 		$1.77M Buy
40,842
+31,379
+332% +$1.4M 0.24% 62
2020
Q4 		$397K Buy
+9,463
New +$369K 0.07% 132

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

Insight Wealth Strategies's ESGE Position: Q4 2021 in Review

Insight Wealth Strategies sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 13,226 shares — an estimated $548K sold.

Insight Wealth Strategies first reported a position in ESGE in Q4 2020 and held it in 4 quarters. The position peaked at $1.77M in Q1 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • Insight Wealth Strategies reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,226 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $548K.
  • Insight Wealth Strategies first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's iShares ESG Aware MSCI EM ETF position peaked at $1.77M in Q1 2021.
  • 548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.