Lincoln National Corp’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lincoln National Corp’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
2024 Q2	–	Sell	-8,642	Closed	-$279K	–	334
2024 Q1	$279K	Buy	8,642 +210	+2%	+$6.62K	﹤0.01%	1000
2023 Q4	$270K	Sell	8,432 -945	-10%	-$29.1K	﹤0.01%	917
2023 Q3	$284K	Buy	9,377 +873	+10%	+$27.6K	0.01%	811
2023 Q2	$269K	Sell	8,504 -18,703	-69%	-$587K	0.01%	838
2023 Q1	$856K	Sell	27,207 -19,763	-42%	-$626K	0.02%	428
2022 Q4	$1.41M	Sell	46,970 -11,713	-20%	-$343K	0.03%	287
2022 Q3	$1.62M	Sell	58,683 -18,239	-24%	-$569K	0.04%	246
2022 Q2	$2.48M	Buy	76,922 +25,570	+50%	+$867K	0.06%	179
2022 Q1	$1.89M	Buy	51,352 +39,439	+331%	+$1.51M	0.04%	238
2021 Q4	$474K	Buy	11,913 +1,528	+15%	+$63K	0.01%	539
2021 Q3	$431K	Buy	+10,385	New	+$444K	0.01%	546

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lincoln National Corp's ESGE Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2024, closing a stake of 8,642 shares — an estimated $279K sold.

Lincoln National Corp first reported a position in ESGE in Q3 2021 and held it in 11 quarters. The position peaked at $2.48M in Q2 2022. 496 funds tracked by Wall St. Rank hold ESGE as of Q2 2024.

Lincoln National Corp reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 8,642 iShares ESG Aware MSCI EM ETF shares in Q2 2024, an estimated $279K.
Lincoln National Corp first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2021 and held it in 11 quarters.
Lincoln National Corp's iShares ESG Aware MSCI EM ETF position peaked at $2.48M in Q2 2022.
496 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.