Outlook Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Outlook Wealth Advisors’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 Q4	–	Sell	-120,797	Closed	-$5.01M	–	212
2021 Q3	$5.01M	Buy	120,797 +11,223	+10%	+$480K	1.64%	13
2021 Q2	$4.95M	Sell	109,574 -11,272	-9%	-$499K	1.58%	14
2021 Q1	$5.23M	Buy	+120,846	New	+$5.37M	1.82%	14

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Outlook Wealth Advisors's ESGE Position: Q4 2021 in Review

Outlook Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 120,797 shares — an estimated $5.01M sold.

Outlook Wealth Advisors first reported a position in ESGE in Q1 2021 and held it in 3 quarters. The position peaked at $5.23M in Q1 2021. 550 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Outlook Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Outlook Wealth Advisors sold 120,797 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $5.01M.
Outlook Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 3 quarters.
Outlook Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $5.23M in Q1 2021.
550 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Outlook Wealth Advisors's 13F filing for Q4 2021, filed 21 Jan 2022.