Smith Shellnut Wilson’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Smith Shellnut Wilson’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
2021 Q4	–	Sell	-116	Closed	-$5K	–	150
2021 Q3	$5K	Sell	116 -57	-33%	-$2.44K	﹤0.01%	152
2021 Q2	$8K	Buy	+173	New	+$7.66K	﹤0.01%	153

Other funds holding ESGE

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

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

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Smith Shellnut Wilson's ESGE Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2021, closing a stake of 116 shares — an estimated $5K sold.

Smith Shellnut Wilson first reported a position in ESGE in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 548 funds tracked by Wall St. Rank hold ESGE as of Q4 2021.

Smith Shellnut Wilson reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 116 iShares ESG Aware MSCI EM ETF shares in Q4 2021, an estimated $5K.
Smith Shellnut Wilson first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2021 and held it in 2 quarters.
Smith Shellnut Wilson's iShares ESG Aware MSCI EM ETF position peaked at $8K in Q2 2021.
548 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.