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

Personal Capital 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
2022 Q4	$170M	Buy	5,644,157 +290,122	+5%	+$8.5M	0.82%	23
2022 Q3	$148M	Buy	5,354,035 +399,856	+8%	+$12.5M	0.8%	24
2022 Q2	$160M	Buy	4,954,179 +242,154	+5%	+$8.21M	0.84%	24
2022 Q1	$173M	Buy	4,712,025 +520,922	+12%	+$20M	0.81%	25
2021 Q4	$167M	Buy	4,191,103 +523,145	+14%	+$21.6M	0.77%	26
2021 Q3	$152M	Buy	3,667,958 +455,420	+14%	+$19.5M	0.76%	25
2021 Q2	$145M	Buy	3,212,538 +508,242	+19%	+$22.5M	0.75%	24
2021 Q1	$117M	Buy	2,704,296 +385,453	+17%	+$17.1M	0.68%	25
2020 Q4	$97.3M	Buy	2,318,843 +334,511	+17%	+$13M	0.62%	28
2020 Q3	$70.7M	Buy	1,984,332 +221,772	+13%	+$7.86M	0.53%	34
2020 Q2	$56.5M	Buy	1,762,560 +315,650	+22%	+$9.48M	0.47%	42
2020 Q1	$39.7M	Buy	1,446,910 +249,384	+21%	+$8.23M	0.39%	56
2019 Q4	$43M	Buy	1,197,526 +215,380	+22%	+$7.38M	0.36%	70
2019 Q3	$31.9M	Buy	982,146 +156,704	+19%	+$5.15M	0.3%	88
2019 Q2	$28.1M	Buy	825,442 +207,332	+34%	+$7M	0.29%	91
2019 Q1	$21.1M	Buy	+618,110	New	+$20.6M	0.24%	97

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Personal Capital Advisors's ESGE Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 5.4% in Q4 2022, buying an estimated $8.5M and bringing the position to 5,644,157 shares worth $170M. The position accounts for 0.82% of the portfolio, ranked #23.

Personal Capital Advisors first reported a position in ESGE in Q1 2019 and has held it in 16 quarters since. The position peaked at $173M in Q1 2022. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Personal Capital Advisors held 5,644,157 shares of iShares ESG Aware MSCI EM ETF worth $170M as of Q4 2022.
Personal Capital Advisors bought 290,122 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $8.5M.
iShares ESG Aware MSCI EM ETF made up 0.82% of Personal Capital Advisors's portfolio in Q4 2022, its #23 holding.
Personal Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and has held it in 16 quarters since.
Personal Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $173M in Q1 2022.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.