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OmniStar Financial Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

OmniStar Financial Group’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
-7,761
Closed -$233K – 95
2022
Q4 		$233K Sell
7,761
-1,587
-17% -$46.5K 0.27% 98
2022
Q3 		$258K Sell
9,348
-7,354
-44% -$229K 0.31% 94
2022
Q2 		$539K Sell
16,702
-7,013
-30% -$238K 0.6% 62
2022
Q1 		$871K Buy
+23,715
New +$911K 0.87% 45
2021
Q4 		– Sell
-7,126
Closed -$297K – 119
2021
Q3 		$297K Sell
7,126
-3,567
-33% -$152K 0.35% 92
2021
Q2 		$482K Sell
10,693
-527
-5% -$23.3K 0.6% 64
2021
Q1 		$486K Sell
11,220
-15,189
-58% -$675K 0.62% 61
2020
Q4 		$1.11M Buy
26,409
+8,332
+46% +$325K 0.78% 48
2020
Q3 		$644K Buy
18,077
+662
+4% +$23.5K 0.49% 66
2020
Q2 		$559K Buy
17,415
+5,931
+52% +$178K 0.46% 73
2020
Q1 		$314K Buy
+11,484
New +$379K 0.31% 86

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OmniStar Financial Group's ESGE Position: Q1 2023 in Review

OmniStar Financial Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 7,761 shares — an estimated $233K sold.

OmniStar Financial Group first reported a position in ESGE in Q1 2020 and held it in 11 quarters. The position peaked at $1.11M in Q4 2020. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • OmniStar Financial Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 7,761 iShares ESG Aware MSCI EM ETF shares in Q1 2023, an estimated $233K.
  • OmniStar Financial Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 11 quarters.
  • OmniStar Financial Group's iShares ESG Aware MSCI EM ETF position peaked at $1.11M in Q4 2020.
  • 513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on OmniStar Financial Group's 13F filing for Q1 2023, filed 1 May 2023.