Level Four Advisory Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-36,033
Closed -$1.63M 519
2021
Q2
$1.63M Buy
36,033
+23,045
+177% +$1.02M 0.11% 198
2021
Q1
$563K Buy
+12,988
New +$578K 0.04% 362

Other funds holding ESGE

Level Four Advisory Services's ESGE Position: Q3 2021 in Review

Level Four Advisory Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 36,033 shares — an estimated $1.63M sold.

Level Four Advisory Services first reported a position in ESGE in Q1 2021 and held it in 2 quarters. The position peaked at $1.63M in Q2 2021. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

  • Level Four Advisory Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
  • Level Four Advisory Services sold 36,033 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $1.63M.
  • Level Four Advisory Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 2 quarters.
  • Level Four Advisory Services's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q2 2021.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Level Four Advisory Services's 13F filing for Q3 2021, filed 12 Oct 2021.