Signet Financial Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Signet Financial 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 Q3	–	Sell	-6,554	Closed	-$212K	–	249
2022 Q2	$212K	Sell	6,554 -125	-2%	-$4.24K	0.04%	237
2022 Q1	$245K	Buy	6,679 +518	+8%	+$19.9K	0.04%	225
2021 Q4	$245K	Buy	6,161 +72	+1%	+$2.97K	0.04%	230
2021 Q3	$252K	Buy	6,089 +387	+7%	+$16.5K	0.04%	228
2021 Q2	$257K	Sell	5,702 -19	-0.3%	-$841	0.09%	107
2021 Q1	$248K	Buy	5,721 +461	+9%	+$20.5K	0.05%	211
2020 Q4	$221K	Buy	+5,260	New	+$205K	0.04%	208
2018 Q4	–	Sell	-2,000	Closed	-$67K	–	411
2018 Q3	$67K	Hold	2,000	–	–	0.01%	360
2018 Q2	$67K	Hold	2,000	–	–	0.01%	353
2018 Q1	$76K	Buy	+2,000	New	+$77.2K	0.01%	316

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PCA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Signet Financial Management's ESGE Position: Q3 2022 in Review

Signet Financial Management sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 6,554 shares — an estimated $212K sold.

Signet Financial Management first reported a position in ESGE in Q1 2018 and held it in 10 quarters. The position peaked at $257K in Q2 2021. 532 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Signet Financial Management reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Signet Financial Management sold 6,554 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $212K.
Signet Financial Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2018 and held it in 10 quarters.
Signet Financial Management's iShares ESG Aware MSCI EM ETF position peaked at $257K in Q2 2021.
532 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Signet Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.