MUFG Americas’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MUFG Americas’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	-927	Closed	-$26K	–	259
2022 Q3	$26K	Hold	927	–	–	﹤0.01%	576
2022 Q2	$30K	Hold	927	–	–	﹤0.01%	560
2022 Q1	$34K	Sell	927 -330	-26%	-$12.7K	﹤0.01%	591
2021 Q4	$50K	Buy	1,257 +34	+3%	+$1.4K	﹤0.01%	558
2021 Q3	$51K	Buy	1,223 +131	+12%	+$5.6K	﹤0.01%	524
2021 Q2	$49K	Buy	1,092 +562	+106%	+$24.9K	﹤0.01%	496
2021 Q1	$23K	Sell	530 -400	-43%	-$17.8K	﹤0.01%	565
2020 Q4	$39K	Hold	930	–	–	﹤0.01%	526
2020 Q3	$33K	Hold	930	–	–	﹤0.01%	516
2020 Q2	$30K	Buy	+930	New	+$27.9K	﹤0.01%	532

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 22.96% 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

MUFG Americas's ESGE Position: Q4 2022 in Review

MUFG Americas sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 927 shares — an estimated $26K sold.

MUFG Americas first reported a position in ESGE in Q2 2020 and held it in 10 quarters. The position peaked at $51K in Q3 2021. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

MUFG Americas reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 927 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $26K.
MUFG Americas first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 10 quarters.
MUFG Americas's iShares ESG Aware MSCI EM ETF position peaked at $51K in Q3 2021.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.