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San Luis Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-1,062
Closed -$42K – 185
2022
Q1 		$42K Buy
+1,062
New +$40.8K 0.02% 252

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Jane Street
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PCA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

San Luis Wealth Advisors's ESGE Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 1,062 shares — an estimated $42K sold.

San Luis Wealth Advisors first reported a position in ESGE in Q1 2022 and held it in 1 quarter. The position peaked at $42K in Q1 2022. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,062 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $42K.
  • San Luis Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $42K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.