MBM Wealth Consultants’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MBM Wealth Consultants’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	–	Sell	-251	Closed	-$2K	–	157
2023 Q1	$2K	Hold	251	–	–	﹤0.01%	251
2022 Q4	$8K	Buy	+251	New	+$7.36K	﹤0.01%	242

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MBM Wealth Consultants's ESGE Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 251 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in ESGE in Q4 2022 and held it in 2 quarters. The position peaked at $8K in Q4 2022. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

MBM Wealth Consultants reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 251 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $2K.
MBM Wealth Consultants first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2022 and held it in 2 quarters.
MBM Wealth Consultants's iShares ESG Aware MSCI EM ETF position peaked at $8K in Q4 2022.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.