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Prosperity Planning’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Prosperity Planning’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
Q1 		– Hold
0
– – – 76
2021
Q4 		– Hold
0
– – – 80
2021
Q3 		– Hold
0
– – – 74
2021
Q2 		– Sell
-5,946
Closed -$263K – 64
2021
Q1 		$258K Sell
5,946
-1,024
-15% -$45.5K 0.18% 64
2020
Q4 		$293K Buy
+6,970
New +$272K 0.25% 55

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Prosperity Planning's ESGE Position: Q1 2022 in Review

Prosperity Planning held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2022 at 0 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #76.

Prosperity Planning first reported a position in ESGE in Q4 2020 and has held it in 2 quarters since. The position peaked at $293K in Q4 2020. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Prosperity Planning held 0 shares of iShares ESG Aware MSCI EM ETF worth $119K as of Q1 2022.
  • Prosperity Planning left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2022.
  • iShares ESG Aware MSCI EM ETF made up 0.06% of Prosperity Planning's portfolio in Q1 2022, its #76 holding.
  • Prosperity Planning first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and has held it in 2 quarters since.
  • Prosperity Planning's iShares ESG Aware MSCI EM ETF position peaked at $293K in Q4 2020.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Prosperity Planning's 13F filing for Q1 2022, filed 18 Apr 2022.