Lakewood Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lakewood Asset 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 Q1	–	Sell	-1,015	Closed	-$31K	–	163
2022 Q4	$31K	Buy	+1,015	New	+$29.7K	0.03%	210

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lakewood Asset Management's ESGE Position: Q1 2023 in Review

Lakewood Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 1,015 shares — an estimated $31K sold.

Lakewood Asset Management first reported a position in ESGE in Q4 2022 and held it in 1 quarter. The position peaked at $31K in Q4 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

Lakewood Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 1,015 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $31K.
Lakewood Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $31K in Q4 2022.
512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.