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

McDonald 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
2022
Q1 		– Sell
-2,833
Closed -$113K – 425
2021
Q4 		$113K Buy
+2,833
New +$117K 0.1% 86

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McDonald Partners's ESGE Position: Q1 2022 in Review

McDonald Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 2,833 shares — an estimated $113K sold.

McDonald Partners first reported a position in ESGE in Q4 2021 and held it in 1 quarter. The position peaked at $113K in Q4 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • McDonald Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 2,833 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $113K.
  • McDonald Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares ESG Aware MSCI EM ETF position peaked at $113K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.