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Institutional & Family Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-503
Closed -$18K – 739
2022
Q1 		$18K Buy
503
+309
+159% +$11.9K ﹤0.01% 366
2021
Q4 		$8K Hold
194
– – ﹤0.01% 474
2021
Q3 		$8K Buy
+194
New +$8.29K ﹤0.01% 579

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institutional & Family Asset Management's ESGE Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 503 shares — an estimated $18K sold.

Institutional & Family Asset Management first reported a position in ESGE in Q3 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 503 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $18K.
  • Institutional & Family Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 3 quarters.
  • Institutional & Family Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $18K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.