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Patton Albertson Miller Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Patton Albertson Miller Group’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
Q4 		– Sell
-9,273
Closed -$257K – 218
2022
Q3 		$257K Buy
9,273
+1,097
+13% +$34.2K 0.06% 192
2022
Q2 		$264K Sell
8,176
-4,851
-37% -$164K 0.05% 197
2022
Q1 		$478K Sell
13,027
-15,955
-55% -$613K 0.08% 170
2021
Q4 		$1.15M Sell
28,982
-9,569
-25% -$395K 0.19% 127
2021
Q3 		$1.6M Sell
38,551
-1,357
-3% -$58K 0.31% 95
2021
Q2 		$1.8M Buy
39,908
+9,004
+29% +$399K 0.41% 77
2021
Q1 		$1.34M Buy
30,904
+4,249
+16% +$189K 0.32% 90
2020
Q4 		$1.26M Buy
26,655
+5,021
+23% +$196K 0.3% 91
2020
Q3 		$770K Buy
21,634
+1,931
+10% +$68.4K 0.22% 112
2020
Q2 		$632K Buy
19,703
+11,020
+127% +$331K 0.18% 123
2020
Q1 		$238K Buy
+8,683
New +$287K 0.08% 194

Other funds holding ESGE

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patton Albertson Miller Group's ESGE Position: Q4 2022 in Review

Patton Albertson Miller Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 9,273 shares — an estimated $257K sold.

Patton Albertson Miller Group first reported a position in ESGE in Q1 2020 and held it in 11 quarters. The position peaked at $1.8M in Q2 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Patton Albertson Miller Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Patton Albertson Miller Group sold 9,273 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $257K.
  • Patton Albertson Miller Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 11 quarters.
  • Patton Albertson Miller Group's iShares ESG Aware MSCI EM ETF position peaked at $1.8M in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Patton Albertson Miller Group's 13F filing for Q4 2022, filed 23 Jan 2023.