Mid Atlantic Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.47M	Sell	35,498 -17,040	-32%	-$728K	0.1%	178
2021 Q2	$2.37M	Buy	52,538 +6,420	+14%	+$284K	0.16%	131
2021 Q1	$2M	Sell	46,118 -10,254	-18%	-$456K	0.15%	137
2020 Q4	$2.37M	Buy	56,372 +2,277	+4%	+$88.8K	0.18%	119
2020 Q3	$2.12M	Buy	54,095 +6,808	+14%	+$241K	0.19%	121
2020 Q2	$1.52M	Buy	47,287 +19,183	+68%	+$576K	0.15%	131
2020 Q1	$769K	Buy	+28,104	New	+$928K	0.09%	217

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Mid Atlantic Financial Management's ESGE Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 32% in Q3 2021, selling an estimated $728K and leaving 35,498 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #178.

Mid Atlantic Financial Management first reported a position in ESGE in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.37M in Q2 2021. 478 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

Mid Atlantic Financial Management held 35,498 shares of iShares ESG Aware MSCI EM ETF worth $1.47M as of Q3 2021.
Mid Atlantic Financial Management sold 17,040 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $728K.
iShares ESG Aware MSCI EM ETF made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #178 holding.
Mid Atlantic Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's iShares ESG Aware MSCI EM ETF position peaked at $2.37M in Q2 2021.
478 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.