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Midwest Heritage Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Midwest Heritage Bank’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
Q1 		– Sell
-6,876
Closed -$207K – 56
2022
Q4 		$207K Sell
6,876
-1,025
-13% -$30K 0.2% 59
2022
Q3 		$219K Sell
7,901
-1,142
-13% -$35.6K 0.23% 57
2022
Q2 		$292K Sell
9,043
-887
-9% -$30.1K 0.26% 53
2022
Q1 		$365K Sell
9,930
-409
-4% -$15.7K 0.29% 44
2021
Q4 		$411K Buy
+10,339
New +$426K 0.4% 35

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TF
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Midwest Heritage Bank's ESGE Position: Q1 2023 in Review

Midwest Heritage Bank sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 6,876 shares — an estimated $207K sold.

Midwest Heritage Bank first reported a position in ESGE in Q4 2021 and held it in 5 quarters. The position peaked at $411K in Q4 2021. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Midwest Heritage Bank reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Midwest Heritage Bank sold 6,876 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $207K.
  • Midwest Heritage Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 5 quarters.
  • Midwest Heritage Bank's iShares ESG Aware MSCI EM ETF position peaked at $411K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Midwest Heritage Bank's 13F filing for Q1 2023, filed 20 Apr 2023.