Parcion Private Wealth’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Parcion Private Wealth’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	-22,654	Closed	-$925K	–	193
2021 Q4	$925K	Sell	22,654 -216	-0.9%	-$8.91K	0.08%	107
2021 Q3	$978K	Hold	22,870	–	–	0.09%	115
2021 Q2	$1.03M	Hold	22,870	–	–	0.1%	113
2021 Q1	$990K	Hold	22,870	–	–	0.11%	113
2020 Q4	$960K	Hold	22,870	–	–	0.13%	102
2020 Q3	$814K	Sell	22,870 -105	-0.5%	-$3.72K	0.12%	107
2020 Q2	$795K	Buy	22,975 +131	+0.6%	+$3.94K	0.13%	96
2020 Q1	$625K	Buy	+22,844	New	+$754K	0.17%	86

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

Parcion Private Wealth's ESGE Position: Q1 2022 in Review

Parcion Private Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 22,654 shares — an estimated $925K sold.

Parcion Private Wealth first reported a position in ESGE in Q1 2020 and held it in 8 quarters. The position peaked at $1.03M in Q2 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

Parcion Private Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
Parcion Private Wealth sold 22,654 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $925K.
Parcion Private Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 8 quarters.
Parcion Private Wealth's iShares ESG Aware MSCI EM ETF position peaked at $1.03M in Q2 2021.
567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Parcion Private Wealth's 13F filing for Q1 2022, filed 6 May 2022.