KFGK
ESGE icon

Keystone Financial Group (Kentucky)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-31,072
Closed -$1.29M – 312
2021
Q3 		$1.29M Sell
31,072
-829
-3% -$35.4K 0.23% 86
2021
Q2 		$1.44M Buy
31,901
+417
+1% +$18.5K 0.26% 83
2021
Q1 		$1.36M Buy
+31,484
New +$1.4M 0.27% 81

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ESGE Position: Q4 2021 in Review

Keystone Financial Group (Kentucky) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 31,072 shares — an estimated $1.29M sold.

Keystone Financial Group (Kentucky) first reported a position in ESGE in Q1 2021 and held it in 3 quarters. The position peaked at $1.44M in Q2 2021. 549 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • Keystone Financial Group (Kentucky) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 31,072 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $1.29M.
  • Keystone Financial Group (Kentucky) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 3 quarters.
  • Keystone Financial Group (Kentucky)'s iShares ESG Aware MSCI EM ETF position peaked at $1.44M in Q2 2021.
  • 549 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2021, filed 11 Feb 2022.