Main Street Financial Solutions’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Main Street Financial Solutions’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 Q1	–	Sell	-5,650	Closed	-$225K	–	458
2021 Q4	$225K	Sell	5,650 -106	-2%	-$4.37K	0.03%	426
2021 Q3	$239K	Buy	5,756 +131	+2%	+$5.6K	0.04%	407
2021 Q2	$254K	Buy	5,625 +103	+2%	+$4.56K	0.04%	384
2021 Q1	$239K	Buy	5,522 +33	+0.6%	+$1.47K	0.04%	373
2020 Q4	$230K	Buy	+5,489	New	+$214K	0.05%	346

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Main Street Financial Solutions's ESGE Position: Q1 2022 in Review

Main Street Financial Solutions sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 5,650 shares — an estimated $225K sold.

Main Street Financial Solutions first reported a position in ESGE in Q4 2020 and held it in 5 quarters. The position peaked at $254K in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Main Street Financial Solutions reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
Main Street Financial Solutions sold 5,650 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $225K.
Main Street Financial Solutions first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 5 quarters.
Main Street Financial Solutions's iShares ESG Aware MSCI EM ETF position peaked at $254K in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Main Street Financial Solutions's 13F filing for Q1 2022, filed 22 Apr 2022.