Spearhead Capital Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Spearhead Capital 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
2022 Q3	–	Sell	-7,465	Closed	-$241K	–	118
2022 Q2	$241K	Buy	7,465 +62	+0.8%	+$2.1K	0.04%	149
2022 Q1	$272K	Buy	+7,403	New	+$284K	0.03%	151
2021 Q3	–	Sell	-7,249	Closed	-$327K	–	191
2021 Q2	$327K	Buy	7,249 +36	+0.5%	+$1.59K	0.04%	169
2021 Q1	$312K	Hold	7,213	–	–	0.05%	160
2020 Q4	$303K	Buy	7,213 +59	+0.8%	+$2.3K	0.05%	139
2020 Q3	$255K	Buy	+7,154	New	+$253K	0.05%	151

Other funds holding ESGE

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

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

PCA

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Spearhead Capital Advisors's ESGE Position: Q3 2022 in Review

Spearhead Capital Advisors sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q3 2022, closing a stake of 7,465 shares — an estimated $241K sold.

Spearhead Capital Advisors first reported a position in ESGE in Q3 2020 and held it in 6 quarters. The position peaked at $327K in Q2 2021. 531 funds tracked by Wall St. Rank hold ESGE as of Q3 2022.

Spearhead Capital Advisors reported no remaining iShares ESG Aware MSCI EM ETF position as of Q3 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 7,465 iShares ESG Aware MSCI EM ETF shares in Q3 2022, an estimated $241K.
Spearhead Capital Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2020 and held it in 6 quarters.
Spearhead Capital Advisors's iShares ESG Aware MSCI EM ETF position peaked at $327K in Q2 2021.
531 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.