Lake Point Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lake Point Wealth 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 Q2	$1K	Buy	+35	New	+$1.19K	﹤0.01%	372

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Point Wealth Management's ESGE Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022: 35 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings.

556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Lake Point Wealth Management held 35 shares of iShares ESG Aware MSCI EM ETF worth $1K as of Q2 2022.
iShares ESG Aware MSCI EM ETF was a new Lake Point Wealth Management position in Q2 2022.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #372 holding.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.