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Prospera Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-817
Closed -$26K – 1056
2022
Q2 		$26K Buy
817
+665
+438% +$22.5K ﹤0.01% 1160
2022
Q1 		$6K Buy
+152
New +$5.84K ﹤0.01% 2203

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TF
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Betterment LLC
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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prospera Financial Services's ESGE Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 817 shares — an estimated $26K sold.

Prospera Financial Services first reported a position in ESGE in Q1 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 817 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $26K.
  • Prospera Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $26K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.