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Interchange Capital Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Interchange Capital Partners’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 		– Sell
-9,224
Closed -$255K – 136
2022
Q3 		$255K Buy
9,224
+2,994
+48% +$93.4K 0.28% 107
2022
Q2 		$201K Buy
+6,230
New +$211K 0.23% 144

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Interchange Capital Partners's ESGE Position: Q4 2022 in Review

Interchange Capital Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 9,224 shares — an estimated $255K sold.

Interchange Capital Partners first reported a position in ESGE in Q2 2022 and held it in 2 quarters. The position peaked at $255K in Q3 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Interchange Capital Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Interchange Capital Partners sold 9,224 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $255K.
  • Interchange Capital Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 2 quarters.
  • Interchange Capital Partners's iShares ESG Aware MSCI EM ETF position peaked at $255K in Q3 2022.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Interchange Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.