RFA
ESGE icon

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

Reilly 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
2021
Q4 		$1K Hold
22
– – ﹤0.01% 1053
2021
Q3 		$1K Hold
22
– – ﹤0.01% 888
2021
Q2 		$1K Hold
22
– – ﹤0.01% 958
2021
Q1 		$1K Buy
+22
New +$978 ﹤0.01% 984

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Reilly Financial Advisors's ESGE Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q4 2021 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Reilly Financial Advisors first reported a position in ESGE in Q1 2021 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

  • Reilly Financial Advisors held 22 shares of iShares ESG Aware MSCI EM ETF worth $1K as of Q4 2021.
  • Reilly Financial Advisors left its iShares ESG Aware MSCI EM ETF share count unchanged in Q4 2021.
  • iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1053 holding.
  • Reilly Financial Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.