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Johnson Financial Group LLC (Colorado)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Johnson Financial Group LLC (Colorado)’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
Q2 		– Sell
-4,847
Closed -$210K – 84
2021
Q1 		$210K Hold
4,847
– – 0.05% 64
2020
Q4 		$203K Buy
+4,847
New +$189K 0.06% 30

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Johnson Financial Group LLC (Colorado)'s ESGE Position: Q2 2021 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 4,847 shares — an estimated $210K sold.

Johnson Financial Group LLC (Colorado) first reported a position in ESGE in Q4 2020 and held it in 2 quarters. The position peaked at $210K in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 4,847 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $210K.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 2 quarters.
  • Johnson Financial Group LLC (Colorado)'s iShares ESG Aware MSCI EM ETF position peaked at $210K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2021, filed 12 Aug 2021.