Lineweaver Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lineweaver Wealth Advisors’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	-125,642	Closed	-$4.61M	–	135
2022 Q1	$4.61M	Buy	+125,642	New	+$4.82M	1.32%	16
2021 Q2	–	Sell	-5,381	Closed	-$233K	–	124
2021 Q1	$233K	Sell	5,381 -276,203	-98%	-$12.3M	0.08%	103
2020 Q4	$11.8M	Buy	281,584 +68,489	+32%	+$2.67M	4.64%	6
2020 Q3	$7.59M	Sell	213,095 -1,541	-0.7%	-$54.6K	3.39%	8
2020 Q2	$6.88M	Buy	214,636 +61,146	+40%	+$1.84M	3.5%	7
2020 Q1	$4.21M	Buy	+153,490	New	+$5.07M	2.65%	13

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lineweaver Wealth Advisors's ESGE Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 125,642 shares — an estimated $4.61M sold.

Lineweaver Wealth Advisors first reported a position in ESGE in Q1 2020 and held it in 6 quarters. The position peaked at $11.8M in Q4 2020. 558 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 125,642 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $4.61M.
Lineweaver Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 6 quarters.
Lineweaver Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $11.8M in Q4 2020.
558 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.