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

Selective 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 Q4	–	Sell	-63	Closed	-$2K	–	289
2022 Q3	$2K	Hold	63	–	–	﹤0.01%	663
2022 Q2	$2K	Hold	63	–	–	﹤0.01%	691
2022 Q1	$2K	Sell	63 -463	-88%	-$17.8K	﹤0.01%	658
2021 Q4	$21K	Buy	+526	New	+$21.7K	0.01%	402
2020 Q3	–	Sell	-490	Closed	-$16K	–	342
2020 Q2	$16K	Buy	+490	New	+$14.7K	0.01%	195

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Selective Wealth Management's ESGE Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 63 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in ESGE in Q2 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

Selective Wealth Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 63 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $2K.
Selective Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2020 and held it in 5 quarters.
Selective Wealth Management's iShares ESG Aware MSCI EM ETF position peaked at $21K in Q4 2021.
517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.