Lumature Wealth Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Lumature Wealth Partners’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 Q2	$41.7K	Hold	1,317	–	–	0.02%	229
2023 Q1	$41.5K	Hold	1,317	–	–	0.02%	227
2022 Q4	$39.6K	Sell	1,317 -1,612	-55%	-$47.2K	0.02%	232
2022 Q3	$81K	Sell	2,929 -1,135	-28%	-$35.4K	0.04%	200
2022 Q2	$131K	Hold	4,064	–	–	0.06%	197
2022 Q1	$149K	Sell	4,064 -300	-7%	-$11.5K	0.06%	194
2021 Q4	$173K	Sell	4,364 -1,450	-25%	-$59.8K	0.07%	151
2021 Q3	$241K	Sell	5,814 -836	-13%	-$35.7K	0.1%	127
2021 Q2	$300K	Sell	6,650 -1,951	-23%	-$86.4K	0.12%	112
2021 Q1	$373K	Sell	8,601 -5,696	-40%	-$253K	0.2%	99
2020 Q4	$600K	Buy	+14,297	New	+$557K	0.57%	50

Other funds holding ESGE

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Goldman Sachs New York $871B AUM 31.28% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lumature Wealth Partners's ESGE Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q2 2023 at 1,317 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #229.

Lumature Wealth Partners first reported a position in ESGE in Q4 2020 and has held it in 11 quarters since. The position peaked at $600K in Q4 2020. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Lumature Wealth Partners held 1,317 shares of iShares ESG Aware MSCI EM ETF worth $41.7K as of Q2 2023.
Lumature Wealth Partners left its iShares ESG Aware MSCI EM ETF share count unchanged in Q2 2023.
iShares ESG Aware MSCI EM ETF made up 0.02% of Lumature Wealth Partners's portfolio in Q2 2023, its #229 holding.
Lumature Wealth Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares ESG Aware MSCI EM ETF position peaked at $600K in Q4 2020.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.