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

Paracle 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 Q1	$492K	Hold	11,374	–	–	0.09%	68
2020 Q4	$477K	Buy	11,374 +295	+3%	+$11.5K	0.09%	71
2020 Q3	$394K	Hold	11,079	–	–	0.09%	72
2020 Q2	$355K	Buy	11,079 +66	+0.6%	+$1.98K	0.08%	71
2020 Q1	$301K	Buy	+11,013	New	+$364K	0.08%	69
2019 Q3	–	Sell	-6,141	Closed	-$208K	–	70
2019 Q2	$208K	Sell	6,141 -301	-5%	-$10.2K	0.05%	64
2019 Q1	$219K	Buy	+6,442	New	+$214K	0.06%	62

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Paracle Advisors's ESGE Position: Q1 2021 in Review

Paracle Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2021 at 11,374 shares worth $492K. The position accounts for 0.09% of the portfolio, ranked #68.

Paracle Advisors first reported a position in ESGE in Q1 2019 and has held it in 7 quarters since. 452 funds tracked by Wall St. Rank hold ESGE as of Q1 2021.

Paracle Advisors held 11,374 shares of iShares ESG Aware MSCI EM ETF worth $492K as of Q1 2021.
Paracle Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2021.
iShares ESG Aware MSCI EM ETF made up 0.09% of Paracle Advisors's portfolio in Q1 2021, its #68 holding.
Paracle Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 7 quarters since.
452 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.