Rehmann Capital Advisory Group’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Rehmann Capital Advisory Group’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
2023 Q2	–	Sell	-6,394	Closed	-$201K	–	556
2023 Q1	$201K	Sell	6,394 -2,372	-27%	-$75.2K	0.02%	517
2022 Q4	$264K	Buy	+8,766	New	+$257K	0.03%	445
2022 Q2	–	Sell	-6,661	Closed	-$245K	–	519
2022 Q1	$245K	Buy	6,661 +879	+15%	+$33.8K	0.02%	457
2021 Q4	$230K	Sell	5,782 -199	-3%	-$8.21K	0.02%	492
2021 Q3	$248K	Sell	5,981 -1,254	-17%	-$53.6K	0.02%	477
2021 Q2	$324K	Buy	7,235 +2,592	+56%	+$115K	0.03%	415
2021 Q1	$201K	Buy	+4,643	New	+$206K	0.02%	501
2019 Q3	–	Sell	-64	Closed	-$2.18K	–	1782
2019 Q2	$2.18K	Hold	64	–	–	﹤0.01%	1764
2019 Q1	$2.18K	Buy	+64	New	+$2.13K	﹤0.01%	1738

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rehmann Capital Advisory Group's ESGE Position: Q2 2023 in Review

Rehmann Capital Advisory Group sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 6,394 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in ESGE in Q1 2019 and held it in 9 quarters. The position peaked at $324K in Q2 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Rehmann Capital Advisory Group reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 6,394 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $201K.
Rehmann Capital Advisory Group first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2019 and held it in 9 quarters.
Rehmann Capital Advisory Group's iShares ESG Aware MSCI EM ETF position peaked at $324K in Q2 2021.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2023, filed 15 Aug 2023.