Private Portfolio Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Private Portfolio Partners’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 Q2	–	Sell	-28,840	Closed	-$1.06M	–	272
2022 Q1	$1.06M	Buy	28,840 +7,089	+33%	+$272K	0.26%	82
2021 Q4	$865K	Sell	21,751 -5,027	-19%	-$207K	0.22%	97
2021 Q3	$1.11M	Sell	26,778 -7,722	-22%	-$330K	0.32%	71
2021 Q2	$1.56M	Buy	34,500 +2,694	+8%	+$119K	0.45%	54
2021 Q1	$1.38M	Sell	31,806 -7,134	-18%	-$317K	0.45%	54
2020 Q4	$1.63M	Buy	38,940 +9,404	+32%	+$367K	0.58%	41
2020 Q3	$1.05M	Buy	29,536 +3,701	+14%	+$131K	0.43%	55
2020 Q2	$829K	Buy	25,835 +4,734	+22%	+$142K	0.38%	65
2020 Q1	$578K	Buy	+21,101	New	+$697K	0.31%	85

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Portfolio Partners's ESGE Position: Q2 2022 in Review

Private Portfolio Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 28,840 shares — an estimated $1.06M sold.

Private Portfolio Partners first reported a position in ESGE in Q1 2020 and held it in 9 quarters. The position peaked at $1.63M in Q4 2020. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Private Portfolio Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Private Portfolio Partners sold 28,840 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $1.06M.
Private Portfolio Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 9 quarters.
Private Portfolio Partners's iShares ESG Aware MSCI EM ETF position peaked at $1.63M in Q4 2020.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Private Portfolio Partners's 13F filing for Q2 2022, filed 2 Aug 2022.