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Leelyn Smith’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Leelyn Smith’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
-208
Closed -$6.25K – 202
2022
Q4 		$6.25K Hold
208
– – ﹤0.01% 356
2022
Q3 		$6K Buy
+208
New +$6.49K ﹤0.01% 349

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leelyn Smith's ESGE Position: Q1 2023 in Review

Leelyn Smith sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 208 shares — an estimated $6.25K sold.

Leelyn Smith first reported a position in ESGE in Q3 2022 and held it in 2 quarters. The position peaked at $6.25K in Q4 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Leelyn Smith reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 208 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $6.25K.
  • Leelyn Smith first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2022 and held it in 2 quarters.
  • Leelyn Smith's iShares ESG Aware MSCI EM ETF position peaked at $6.25K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.