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Kovack Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Kovack Advisors’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
-7,984
Closed -$258K – 594
2022
Q2 		$258K Sell
7,984
-2,376
-23% -$80.6K 0.03% 492
2022
Q1 		$380K Sell
10,360
-553
-5% -$21.2K 0.04% 458
2021
Q4 		$434K Sell
10,913
-2,289
-17% -$94.4K 0.04% 420
2021
Q3 		$547K Sell
13,202
-916
-6% -$39.1K 0.06% 358
2021
Q2 		$637K Sell
14,118
-1,468
-9% -$65K 0.07% 294
2021
Q1 		$675K Sell
15,586
-107
-0.7% -$4.76K 0.09% 250
2020
Q4 		$659K Buy
15,693
+2,368
+18% +$92.3K 0.09% 224
2020
Q3 		$474K Buy
13,325
+801
+6% +$28.4K 0.08% 233
2020
Q2 		$402K Buy
+12,524
New +$376K 0.08% 254

Other funds holding ESGE

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
Envestnet Asset Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovack Advisors's ESGE Position: Q3 2022 in Review

Kovack Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 7,984 shares — an estimated $258K sold.

Kovack Advisors first reported a position in ESGE in Q2 2020 and held it in 9 quarters. The position peaked at $675K in Q1 2021. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Kovack Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Kovack Advisors sold 7,984 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $258K.
  • Kovack Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 9 quarters.
  • Kovack Advisors's iShares ESG Aware MSCI EM ETF position peaked at $675K in Q1 2021.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Kovack Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.