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

Intrua Financial’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 Q3	–	Sell	-9,660	Closed	-$312K	–	316
2022 Q2	$312K	Sell	9,660 -12,447	-56%	-$422K	0.07%	276
2022 Q1	$812K	Buy	22,107 +1,617	+8%	+$62.1K	0.15%	147
2021 Q4	$814K	Sell	20,490 -3,442	-14%	-$142K	0.14%	148
2021 Q3	$1.01M	Sell	23,932 -2,416	-9%	-$103K	0.19%	119
2021 Q2	$1.13M	Buy	26,348 +2,072	+9%	+$91.8K	0.27%	85
2021 Q1	$1.08M	Buy	+24,276	New	+$1.08M	0.27%	82

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Intrua Financial's ESGE Position: Q3 2022 in Review

Intrua Financial sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 9,660 shares — an estimated $312K sold.

Intrua Financial first reported a position in ESGE in Q1 2021 and held it in 6 quarters. The position peaked at $1.13M in Q2 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Intrua Financial reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Intrua Financial sold 9,660 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $312K.
Intrua Financial first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 6 quarters.
Intrua Financial's iShares ESG Aware MSCI EM ETF position peaked at $1.13M in Q2 2021.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Intrua Financial's 13F filing for Q3 2022, filed 14 Nov 2022.