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SOA Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

SOA Wealth Advisors’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
Q3 		– Sell
-86
Closed -$3K – 914
2021
Q2 		$3K Hold
86
– – ﹤0.01% 720
2021
Q1 		$3K Buy
+86
New +$3.83K ﹤0.01% 673

Other funds holding ESGE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SOA Wealth Advisors's ESGE Position: Q3 2021 in Review

SOA Wealth Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2021, closing a stake of 86 shares — an estimated $3K sold.

SOA Wealth Advisors first reported a position in ESGE in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 477 funds tracked by Wall St. Rank hold ESGE as of Q3 2021.

  • SOA Wealth Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 86 iShares ESG Aware MSCI EM ETF shares in Q3 2021, an estimated $3K.
  • SOA Wealth Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2021 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares ESG Aware MSCI EM ETF position peaked at $3K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2021.

Based on SOA Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.