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

SteelPeak Wealth’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 Q4	–	Sell	-33,227	Closed	-$919K	–	441
2022 Q3	$919K	Sell	33,227 -1,707	-5%	-$53.2K	0.07%	176
2022 Q2	$1.13M	Sell	34,934 -167,544	-83%	-$5.68M	0.08%	155
2022 Q1	$7.44M	Buy	202,478 +38,828	+24%	+$1.49M	0.42%	58
2021 Q4	$6.5M	Sell	163,650 -21,670	-12%	-$893K	0.37%	64
2021 Q3	$7.68M	Sell	185,320 -95,102	-34%	-$4.06M	0.51%	58
2021 Q2	$12.7M	Buy	280,422 +4,595	+2%	+$203K	0.88%	28
2021 Q1	$11.9M	Buy	+275,827	New	+$12.3M	0.94%	29
2020 Q4	–	Sell	-256,056	Closed	-$9.12M	–	338
2020 Q3	$9.12M	Sell	256,056 -115,227	-31%	-$4.08M	0.98%	21
2020 Q2	$11.9M	Buy	371,283 +175,208	+89%	+$5.26M	1.5%	15
2020 Q1	$5.37M	Buy	+196,075	New	+$6.47M	0.85%	30

Other funds holding ESGE

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

PCA

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

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

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

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

Jane Street New York $777B AUM 61.18% 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

SteelPeak Wealth's ESGE Position: Q4 2022 in Review

SteelPeak Wealth sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q4 2022, closing a stake of 33,227 shares — an estimated $919K sold.

SteelPeak Wealth first reported a position in ESGE in Q1 2020 and held it in 10 quarters. The position peaked at $12.7M in Q2 2021. 517 funds tracked by Wall St. Rank hold ESGE as of Q4 2022.

SteelPeak Wealth reported no remaining iShares ESG Aware MSCI EM ETF position as of Q4 2022 after selling out during the quarter.
SteelPeak Wealth sold 33,227 iShares ESG Aware MSCI EM ETF shares in Q4 2022, an estimated $919K.
SteelPeak Wealth first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and held it in 10 quarters.
SteelPeak Wealth's iShares ESG Aware MSCI EM ETF position peaked at $12.7M in Q2 2021.
517 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2022.

Based on SteelPeak Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.