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Parametric Portfolio Associates’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Parametric Portfolio Associates’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
-16,243
Closed -$646K – 3698
2021
Q4 		$646K Buy
+16,243
New +$670K ﹤0.01% 2959

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Parametric Portfolio Associates's ESGE Position: Q1 2022 in Review

Parametric Portfolio Associates sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 16,243 shares — an estimated $646K sold.

Parametric Portfolio Associates first reported a position in ESGE in Q4 2021 and held it in 1 quarter. The position peaked at $646K in Q4 2021. 568 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Parametric Portfolio Associates reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Parametric Portfolio Associates sold 16,243 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $646K.
  • Parametric Portfolio Associates first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 1 quarter.
  • Parametric Portfolio Associates's iShares ESG Aware MSCI EM ETF position peaked at $646K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.