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Rather & Kittrell’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rather & Kittrell’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 		– Sell
-79
Closed -$3K – 133
2021
Q4 		$3K Buy
+79
New +$3.26K ﹤0.01% 273

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

Rather & Kittrell's ESGE Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 79 shares — an estimated $3K sold.

Rather & Kittrell first reported a position in ESGE in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 79 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $3K.
  • Rather & Kittrell first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares ESG Aware MSCI EM ETF position peaked at $3K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.