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Nachman Norwood & Parrott’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Nachman Norwood & Parrott’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
Q2 		$18.6M Buy
411,276
+49,094
+14% +$2.17M 1.89% 15
2021
Q1 		$15.7M Buy
362,182
+33,240
+10% +$1.48M 1.73% 16
2020
Q4 		$13.8M Buy
328,942
+93,563
+40% +$3.65M 1.61% 15
2020
Q3 		$8.38M Buy
235,379
+206,969
+729% +$7.33M 1.13% 18
2020
Q2 		$911K Buy
+28,410
New +$853K 0.15% 104

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Nachman Norwood & Parrott's ESGE Position: Q2 2021 in Review

Nachman Norwood & Parrott increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 14% in Q2 2021, buying an estimated $2.17M and bringing the position to 411,276 shares worth $18.6M. The position accounts for 1.89% of the portfolio, ranked #15.

Nachman Norwood & Parrott first reported a position in ESGE in Q2 2020 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold ESGE as of Q2 2021.

  • Nachman Norwood & Parrott held 411,276 shares of iShares ESG Aware MSCI EM ETF worth $18.6M as of Q2 2021.
  • Nachman Norwood & Parrott bought 49,094 iShares ESG Aware MSCI EM ETF shares in Q2 2021, an estimated $2.17M.
  • iShares ESG Aware MSCI EM ETF made up 1.89% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #15 holding.
  • Nachman Norwood & Parrott first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.