Karp Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Karp Capital 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 Q3	–	Sell	-9,166	Closed	-$296K	–	134
2022 Q2	$296K	Hold	9,166	–	–	0.05%	119
2022 Q1	$337K	Buy	+9,166	New	+$352K	0.05%	111

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

Karp Capital Management's ESGE Position: Q3 2022 in Review

Karp Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 9,166 shares — an estimated $296K sold.

Karp Capital Management first reported a position in ESGE in Q1 2022 and held it in 2 quarters. The position peaked at $337K in Q1 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Karp Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Karp Capital Management sold 9,166 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $296K.
Karp Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 2 quarters.
Karp Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $337K in Q1 2022.
530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.