Meeder Asset Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Meeder Asset 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	-601	Closed	-$17K	–	1167
2022 Q3	$17K	Sell	601 -5,299	-90%	-$165K	﹤0.01%	1152
2022 Q2	$191K	Buy	5,900 +839	+17%	+$28.4K	0.01%	609
2022 Q1	$186K	Sell	5,061 -3,392	-40%	-$130K	0.01%	669
2021 Q4	$336K	Buy	8,453 +648	+8%	+$26.7K	0.03%	255
2021 Q3	$323K	Buy	7,805 +525	+7%	+$22.4K	0.02%	605
2021 Q2	$329K	Buy	7,280 +198	+3%	+$8.77K	0.02%	619
2021 Q1	$307K	Sell	7,082 -733	-9%	-$32.6K	0.02%	623
2020 Q4	$328K	Hold	7,815	–	–	0.07%	221
2020 Q3	$278K	Sell	7,815 -188	-2%	-$6.66K	0.02%	519
2020 Q2	$257K	Buy	8,003 +4,934	+161%	+$148K	0.02%	538
2020 Q1	$84K	Buy	3,069 +1,340	+78%	+$44.2K	0.01%	758
2019 Q4	$62K	Buy	+1,729	New	+$59.3K	﹤0.01%	957

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

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

Meeder Asset Management's ESGE Position: Q4 2022 in Review

Meeder Asset Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 601 shares — an estimated $17K sold.

Meeder Asset Management first reported a position in ESGE in Q4 2019 and held it in 12 quarters. The position peaked at $336K in Q4 2021. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Meeder Asset Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 601 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $17K.
Meeder Asset Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2019 and held it in 12 quarters.
Meeder Asset Management's iShares ESG Aware MSCI EM ETF position peaked at $336K in Q4 2021.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.