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

KM 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
2023
Q2 		– Sell
-31,281
Closed -$985K – 39
2023
Q1 		$985K Buy
31,281
+546
+2% +$17.3K 0.91% 24
2022
Q4 		$924K Buy
+30,735
New +$901K 0.92% 22

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KM Capital Management's ESGE Position: Q2 2023 in Review

KM Capital Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 31,281 shares — an estimated $985K sold.

KM Capital Management first reported a position in ESGE in Q4 2022 and held it in 2 quarters. The position peaked at $985K in Q1 2023. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

  • KM Capital Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
  • KM Capital Management sold 31,281 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $985K.
  • KM Capital Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 2 quarters.
  • KM Capital Management's iShares ESG Aware MSCI EM ETF position peaked at $985K in Q1 2023.
  • 502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on KM Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.