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Schrum Private Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Schrum Private Wealth Management’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
-5,585
Closed -$223K – 122
2021
Q4 		$223K Buy
+5,585
New +$230K 0.2% 117

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

Schrum Private Wealth Management's ESGE Position: Q1 2022 in Review

Schrum Private Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2022, closing a stake of 5,585 shares — an estimated $223K sold.

Schrum Private Wealth Management first reported a position in ESGE in Q4 2021 and held it in 1 quarter. The position peaked at $223K in Q4 2021. 567 funds tracked by Wall St. Rank hold ESGE as of Q1 2022.

  • Schrum Private Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2022 after selling out during the quarter.
  • Schrum Private Wealth Management sold 5,585 iShares ESG Aware MSCI EM ETF shares in Q1 2022, an estimated $223K.
  • Schrum Private Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2021 and held it in 1 quarter.
  • Schrum Private Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $223K in Q4 2021.
  • 567 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2022.

Based on Schrum Private Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.