Riverwater Partners’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Riverwater Partners’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	-8,430	Closed	-$265K	–	191
2023 Q1	$265K	Sell	8,430 -7,592	-47%	-$241K	0.24%	139
2022 Q4	$482K	Sell	16,022 -684	-4%	-$20K	0.41%	76
2022 Q3	$462K	Sell	16,706 -4,660	-22%	-$145K	0.46%	68
2022 Q2	$690K	Buy	21,366 +64	+0.3%	+$2.17K	0.7%	37
2022 Q1	$782K	Sell	21,302 -420	-2%	-$16.1K	1.29%	25
2021 Q4	$863K	Buy	+21,722	New	+$896K	0.77%	34

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 22.96% 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

Riverwater Partners's ESGE Position: Q2 2023 in Review

Riverwater Partners sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 8,430 shares — an estimated $265K sold.

Riverwater Partners first reported a position in ESGE in Q4 2021 and held it in 6 quarters. The position peaked at $863K in Q4 2021. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Riverwater Partners reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
Riverwater Partners sold 8,430 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $265K.
Riverwater Partners first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 6 quarters.
Riverwater Partners's iShares ESG Aware MSCI EM ETF position peaked at $863K in Q4 2021.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Riverwater Partners's 13F filing for Q2 2023, filed 18 Jul 2023.