Siena Capital’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Siena Capital’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	-1,434	Closed	-$53K	–	236
2022 Q1	$53K	Buy	+1,434	New	+$55.1K	0.03%	82

Other funds holding ESGE

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

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

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

PCA

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Siena Capital's ESGE Position: Q2 2022 in Review

Siena Capital sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 1,434 shares — an estimated $53K sold.

Siena Capital first reported a position in ESGE in Q1 2022 and held it in 1 quarter. The position peaked at $53K in Q1 2022. 557 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Siena Capital reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Siena Capital sold 1,434 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $53K.
Siena Capital first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2022 and held it in 1 quarter.
Siena Capital's iShares ESG Aware MSCI EM ETF position peaked at $53K in Q1 2022.
557 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Siena Capital's 13F filing for Q2 2022, filed 15 Aug 2022.