Simplex Trading
ESGE icon

Simplex Trading’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Simplex Trading’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
Q1 		– Sell
-18
Closed – – 9304
2022
Q4 		$0 Buy
+18
New +$527 ﹤0.01% 9483
2022
Q3 		– Sell
-800
Closed -$25K – 10147
2022
Q2 		$25K Buy
+800
New +$27.1K ﹤0.01% 7325
2022
Q1 		– Sell
-100
Closed -$3K – 10640
2021
Q4 		$3K Buy
+100
New +$4.12K ﹤0.01% 9809
2021
Q2 		– Sell
-100
Closed -$4K – 10186
2021
Q1 		$4K Buy
+100
New +$4.45K ﹤0.01% 8261

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Simplex Trading's ESGE Position: Q1 2023 in Review

Simplex Trading sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q1 2023, closing a stake of 18 shares.

Simplex Trading first reported a position in ESGE in Q1 2021 and held it in 4 quarters. The position peaked at $25K in Q2 2022. 512 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

  • Simplex Trading reported no remaining iShares ESG Aware MSCI EM ETF position as of Q1 2023 after selling out during the quarter.
  • Simplex Trading sold 18 iShares ESG Aware MSCI EM ETF shares in Q1 2023.
  • Simplex Trading first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 4 quarters.
  • Simplex Trading's iShares ESG Aware MSCI EM ETF position peaked at $25K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Simplex Trading's 13F filing for Q1 2023, filed 27 Apr 2023.