Simmons Bank’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Simmons Bank’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
2023 Q2	–	Sell	-15,505	Closed	-$488K	–	331
2023 Q1	$488K	Buy	15,505 +223	+1%	+$7.07K	0.04%	243
2022 Q4	$460K	Hold	15,282	–	–	0.04%	253
2022 Q3	$423K	Hold	15,282	–	–	0.04%	257
2022 Q2	$494K	Buy	15,282 +100	+0.7%	+$3.39K	0.04%	253
2022 Q1	$558K	Buy	15,182 +2,056	+16%	+$78.9K	0.04%	258
2021 Q4	$522K	Hold	13,126	–	–	0.04%	276
2021 Q3	$544K	Buy	13,126 +3,039	+30%	+$130K	0.04%	275
2021 Q2	$455K	Buy	+10,087	New	+$447K	0.03%	288

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simmons Bank's ESGE Position: Q2 2023 in Review

Simmons Bank sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2023, closing a stake of 15,505 shares — an estimated $488K sold.

Simmons Bank first reported a position in ESGE in Q2 2021 and held it in 8 quarters. The position peaked at $558K in Q1 2022. 502 funds tracked by Wall St. Rank hold ESGE as of Q2 2023.

Simmons Bank reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
Simmons Bank sold 15,505 iShares ESG Aware MSCI EM ETF shares in Q2 2023, an estimated $488K.
Simmons Bank first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 8 quarters.
Simmons Bank's iShares ESG Aware MSCI EM ETF position peaked at $558K in Q1 2022.
502 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2023.

Based on Simmons Bank's 13F filing for Q2 2023, filed 3 Aug 2023.