MKA
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M. Kulyk & Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

M. Kulyk & Associates’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
2021
Q2 		– Sell
-5,042
Closed -$218K – 65
2021
Q1 		$218K Buy
+5,042
New +$224K 0.08% 69

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

M. Kulyk & Associates's ESGE Position: Q2 2021 in Review

M. Kulyk & Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2021, closing a stake of 5,042 shares — an estimated $218K sold.

M. Kulyk & Associates first reported a position in ESGE in Q1 2021 and held it in 1 quarter. The position peaked at $218K in Q1 2021. 470 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • M. Kulyk & Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2021 after selling out during the quarter.
  • M. Kulyk & Associates sold 5,042 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $218K.
  • M. Kulyk & Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 1 quarter.
  • M. Kulyk & Associates's iShares ESG Aware MSCI EM ETF position peaked at $218K in Q1 2021.
  • 470 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on M. Kulyk & Associates's 13F filing for Q2 2021, filed 21 Jul 2021.