Stone House Investment Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Stone House Investment Management’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
2023 Q1	–	Hold	0	–	–	–	305
2022 Q4	–	Sell	-11,921	Closed	-$330K	–	46
2022 Q3	$330K	Buy	11,921 +1,023	+9%	+$31.9K	0.15%	31
2022 Q2	$352K	Sell	10,898 -145,375	-93%	-$4.93M	0.16%	31
2022 Q1	$5.74M	Buy	156,273 +24,330	+18%	+$934K	1.96%	10
2021 Q4	$5.25M	Sell	131,943 -91,135	-41%	-$3.76M	1.79%	15
2021 Q3	$10.1M	Hold	223,078	–	–	3.93%	10
2021 Q2	$10.1M	Sell	223,078 -11,559	-5%	-$512K	3.93%	10
2021 Q1	$9.85M	Hold	234,637	–	–	4.96%	8
2020 Q4	$9.85M	Buy	234,637 +31,474	+15%	+$1.23M	4.96%	8
2020 Q3	$7.24M	Sell	203,163 -3,127	-2%	-$111K	2.92%	11
2020 Q2	$6.62M	Buy	206,290 +47,333	+30%	+$1.42M	3.32%	9
2020 Q1	$4.35M	Buy	+158,957	New	+$5.25M	2.54%	13

Other funds holding ESGE

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

Stone House Investment Management's ESGE Position: Q1 2023 in Review

Stone House Investment Management held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q1 2023 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Stone House Investment Management first reported a position in ESGE in Q1 2020 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2021. 513 funds tracked by Wall St. Rank hold ESGE as of Q1 2023.

Stone House Investment Management held 0 shares of iShares ESG Aware MSCI EM ETF worth $6 as of Q1 2023.
Stone House Investment Management left its iShares ESG Aware MSCI EM ETF share count unchanged in Q1 2023.
iShares ESG Aware MSCI EM ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2023, its #305 holding.
Stone House Investment Management first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2020 and has held it in 11 quarters since.
Stone House Investment Management's iShares ESG Aware MSCI EM ETF position peaked at $10.1M in Q3 2021.
513 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q1 2023.

Based on Stone House Investment Management's 13F filing for Q1 2023, filed 26 Apr 2023.