Marks Group Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Marks Group Wealth Management’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 Q4	–	Sell	-53,745	Closed	-$1.49M	–	283
2022 Q3	$1.49M	Buy	53,745 +1,069	+2%	+$33.3K	0.23%	124
2022 Q2	$1.7M	Sell	52,676 -41,886	-44%	-$1.42M	0.25%	118
2022 Q1	$3.47M	Buy	94,562 +35,952	+61%	+$1.38M	0.44%	85
2021 Q4	$2.33M	Buy	58,610 +47,158	+412%	+$1.94M	0.28%	109
2021 Q3	$479K	Sell	11,452 -4,048	-26%	-$173K	0.06%	206
2021 Q2	$700K	Buy	+15,500	New	+$686K	0.1%	161

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

Marks Group Wealth Management's ESGE Position: Q4 2022 in Review

Marks Group Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 53,745 shares — an estimated $1.49M sold.

Marks Group Wealth Management first reported a position in ESGE in Q2 2021 and held it in 6 quarters. The position peaked at $3.47M in Q1 2022. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Marks Group Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Marks Group Wealth Management sold 53,745 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $1.49M.
Marks Group Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 6 quarters.
Marks Group Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $3.47M in Q1 2022.
517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Marks Group Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.