Oxinas Partners Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Oxinas Partners Wealth Management’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 Q1	–	Sell	-23,546	Closed	-$936K	–	127
2021 Q4	$936K	Sell	23,546 -2,342	-9%	-$96.6K	0.53%	51
2021 Q3	$1.07M	Buy	25,888 +1,820	+8%	+$77.8K	0.62%	51
2021 Q2	$1.09M	Buy	24,068 +488	+2%	+$21.6K	0.62%	52
2021 Q1	$1.02M	Buy	23,580 +973	+4%	+$43.3K	0.65%	49
2020 Q4	$949K	Buy	+22,607	New	+$881K	0.7%	41

Other funds holding ESGE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Oxinas Partners Wealth Management's ESGE Position: Q1 2022 in Review

Oxinas Partners Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 23,546 shares — an estimated $936K sold.

Oxinas Partners Wealth Management first reported a position in ESGE in Q4 2020 and held it in 5 quarters. The position peaked at $1.09M in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Oxinas Partners Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
Oxinas Partners Wealth Management sold 23,546 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $936K.
Oxinas Partners Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 5 quarters.
Oxinas Partners Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $1.09M in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.