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

Professional 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
-469
Closed -$13K – 196
2022
Q3 		$13K Buy
469
+2
+0.4% +$62 0.01% 265
2022
Q2 		$15K Buy
+467
New +$15.8K 0.01% 262
2021
Q1 		– Sell
-328
Closed -$14K – 371
2020
Q4 		$14K Sell
328
-172
-34% -$6.71K 0.01% 214
2020
Q3 		$18K Buy
+500
New +$17.7K 0.02% 177

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

Professional Financial Advisors's ESGE Position: Q4 2022 in Review

Professional Financial Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 469 shares — an estimated $13K sold.

Professional Financial Advisors first reported a position in ESGE in Q3 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2020. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

  • Professional Financial Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 469 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $13K.
  • Professional Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 4 quarters.
  • Professional Financial Advisors's iShares ESG Aware MSCI EM ETF position peaked at $18K in Q3 2020.
  • 517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.