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Security Financial Services’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Security Financial Services’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
Q3 		– Sell
-8,057
Closed -$260K – 132
2022
Q2 		$260K Buy
+8,057
New +$273K 0.08% 118

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TF
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Betterment LLC
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Security Financial Services's ESGE Position: Q3 2022 in Review

Security Financial Services sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 8,057 shares — an estimated $260K sold.

Security Financial Services first reported a position in ESGE in Q2 2022 and held it in 1 quarter. The position peaked at $260K in Q2 2022. 530 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

  • Security Financial Services reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
  • Security Financial Services sold 8,057 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $260K.
  • Security Financial Services first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2022 and held it in 1 quarter.
  • Security Financial Services's iShares ESG Aware MSCI EM ETF position peaked at $260K in Q2 2022.
  • 530 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Security Financial Services's 13F filing for Q3 2022, filed 19 Oct 2022.