Ledyard National Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Ledyard National Bank’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	-243,618	Closed	-$7.87M	–	205
2022 Q2	$7.87M	Sell	243,618 -141,825	-37%	-$4.81M	0.95%	34
2022 Q1	$14.2M	Buy	385,443 +32,520	+9%	+$1.25M	1.42%	16
2021 Q4	$14M	Sell	352,923 -3,574	-1%	-$147K	1.34%	18
2021 Q3	$14.8M	Buy	356,497 +30,799	+9%	+$1.32M	1.53%	14
2021 Q2	$14.7M	Buy	325,698 +29,898	+10%	+$1.32M	1.51%	13
2021 Q1	$12.8M	Buy	295,800 +143,607	+94%	+$6.39M	1.38%	19
2020 Q4	$6.39M	Buy	152,193 +15,237	+11%	+$594K	0.73%	53
2020 Q3	$4.88M	Buy	+136,956	New	+$4.85M	0.62%	57

Other funds holding ESGE

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Ledyard National Bank's ESGE Position: Q3 2022 in Review

Ledyard National Bank sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 243,618 shares — an estimated $7.87M sold.

Ledyard National Bank first reported a position in ESGE in Q3 2020 and held it in 8 quarters. The position peaked at $14.8M in Q3 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Ledyard National Bank reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Ledyard National Bank sold 243,618 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $7.87M.
Ledyard National Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 8 quarters.
Ledyard National Bank's iShares ESG Aware MSCI EM ETF position peaked at $14.8M in Q3 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Ledyard National Bank's 13F filing for Q3 2022, filed 18 Oct 2022.