Plante Moran Financial Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Plante Moran Financial 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	–	Sell	-818	Closed	-$23K	–	895
2022 Q3	$23K	Buy	818 +817	+81,700%	+$25.5K	﹤0.01%	426
2022 Q2	$0	Buy	+1	New	+$34	﹤0.01%	995
2022 Q1	–	Sell	-507	Closed	-$20K	–	860
2021 Q4	$20K	Buy	+507	New	+$20.9K	﹤0.01%	553
2019 Q1	–	Sell	-257	Closed	-$8K	–	820
2018 Q4	$8K	Buy	+257	New	+$8.08K	﹤0.01%	530

Other funds holding ESGE

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Plante Moran Financial Advisors's ESGE Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 818 shares — an estimated $23K sold.

Plante Moran Financial Advisors first reported a position in ESGE in Q4 2018 and held it in 4 quarters. The position peaked at $23K in Q3 2022. 520 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Plante Moran Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 818 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $23K.
Plante Moran Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2018 and held it in 4 quarters.
Plante Moran Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $23K in Q3 2022.
520 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.