Stephens Inc’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stephens Inc’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 Q2	–	Sell	-9,620	Closed	-$353K	–	1258
2022 Q1	$353K	Hold	9,620	–	–	0.01%	953
2021 Q4	$382K	Hold	9,620	–	–	0.01%	951
2021 Q3	$399K	Hold	9,620	–	–	0.01%	950
2021 Q2	$434K	Hold	9,620	–	–	0.01%	927
2021 Q1	$417K	Hold	9,620	–	–	0.01%	896
2020 Q4	$404K	Buy	+9,620	New	+$375K	0.01%	836

Other funds holding ESGE

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

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

Jane Street New York $777B AUM 61.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stephens Inc's ESGE Position: Q2 2022 in Review

Stephens Inc sold out of iShares ESG Aware MSCI EM ETF (ESGE) in Q2 2022, closing a stake of 9,620 shares — an estimated $353K sold.

Stephens Inc first reported a position in ESGE in Q4 2020 and held it in 6 quarters. The position peaked at $434K in Q2 2021. 556 funds tracked by Wall St. Rank hold ESGE as of Q2 2022.

Stephens Inc reported no remaining iShares ESG Aware MSCI EM ETF position as of Q2 2022 after selling out during the quarter.
Stephens Inc sold 9,620 iShares ESG Aware MSCI EM ETF shares in Q2 2022, an estimated $353K.
Stephens Inc first reported a position in iShares ESG Aware MSCI EM ETF in Q4 2020 and held it in 6 quarters.
Stephens Inc's iShares ESG Aware MSCI EM ETF position peaked at $434K in Q2 2021.
556 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.