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Laurel Wealth Advisors (California)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Laurel Wealth Advisors (California)’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
-9,243
Closed -$339K – 683
2022
Q1 		$339K Buy
+9,243
New +$355K 0.03% 544

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Jane Street
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ESGE Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 9,243 shares — an estimated $339K sold.

Laurel Wealth Advisors (California) first reported a position in ESGE in Q1 2022 and held it in 1 quarter. The position peaked at $339K in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 9,243 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $339K.
  • Laurel Wealth Advisors (California) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares ESG Aware MSCI EM ETF position peaked at $339K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.