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

Latitude 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 Q2	–	Sell	-9,148	Closed	-$336K	–	182
2022 Q1	$336K	Buy	9,148 +3,089	+51%	+$119K	0.08%	242
2021 Q4	$241K	Sell	6,059 -769	-11%	-$31.7K	0.07%	256
2021 Q3	$283K	Buy	6,828 +2,167	+46%	+$92.6K	0.09%	222
2021 Q2	$210K	Buy	+4,661	New	+$206K	0.16%	157

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

Latitude Advisors's ESGE Position: Q2 2022 in Review

Latitude Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 9,148 shares — an estimated $336K sold.

Latitude Advisors first reported a position in ESGE in Q2 2021 and held it in 4 quarters. The position peaked at $336K in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Latitude Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 9,148 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $336K.
Latitude Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 4 quarters.
Latitude Advisors's iShares ESG Aware MSCI EM ETF position peaked at $336K in Q1 2022.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.